海外研报
筛选
What is needed for Japanese stocks to regain momentum?
Japanese stocks saw strong gains in 1Q, but their performance has been lacklusterin 2Q. As numerous positive developments had been priced in during 1Q, there hasbeen a lack of new catalysts to lift share prices in 2Q. In addition, forex volatility,
海外研报
2024年07月01日
EA GDP: PERIPHERY > CORE; SURVEYS: JOBS AND PRICES COOL
Flash Euro Area (EA) GDP for Q2 confirms the three main trends of the past year: 1) ‘periphery’ outperforms‘core’, with Spain's large upside surprise (0.8% QoQ vs 0.5% expected) and Germany slipping back into contraction
海外研报
2024年07月31日
How Deep Will The Recession Be?
According to BCA Research's Global investment Strategy service, the next US recession will not beparticularly deep. However, our colleagues do not buy that structural imbalances are so slight that the USeconomy will avert a downturn
海外研报
2024年08月12日
Loans To China's Real Economy Contracts For First TimeIn Two Decades
Aggregate financing missed expectations, growing CNY 0.8bn to CNY 18.9bn in July on a YTD basis. Newloans grew CNY
海外研报
2024年08月15日
Ferrous Tracker: 1% of Steel Mills Profitable; Recovery Rally Unsustainable
The 62%Fe iron ore index stood at $97/t today (22nd August), marking a 6%recovery from the 21-month low of $92/t reached last Friday.
海外研报
2024年08月23日
