海外研报
筛选
Emerging Insight The Great Divides in USD/CNY
Key takeaways• As the focus on USD vs. CNY valuation and trade intensifies, we take a broader look at key macro charts.
海外研报
2024年07月31日
June deficit contracts in line with moves from advance goods report
The overall trade deficit narrowed $1.9bn in June, to $73.1bn, reflecting export growththat outpaced import growth. The deficit narrowed less than we expected (Barclays -$72.1bn,
海外研报
2024年08月08日
Data offers a bit of comfort, but sentiment still fragile
CPI inflation has improved in recent months following the hotter-thanexpected data in Q124, and we expect that trend to continue with another
海外研报
2024年08月12日
First Look: A Reassuring Beat in Q2 24
Nubank posted net income that was 12.7% above consensus, a reassuringbeat following all the prevailing noise on rising NPLs and slowing loan growth
海外研报
2024年08月15日
