海外研报

2024 US Elections – An Early Guide

With Election Day 334 days away, it's likely much will change re: the drivers of the outcome & their market impact.

Uneven Upside Surprise In Eurozone Q2 Growth

Eurozone GDP surprised to the upside in Q2, growing by 0.3% q/q annualized against expectations of 0.2%.Stronger-than-expected expansions in France (0.3% q/g vs 0.2%) and Spain (0.8% g/q vs 0.5%), as well assteady growth in ltaly (0.2% q/q),

THE EUROZONE ECONOMIC MONITOR

German manufacturing output rebounded modestly in June, but likely fell back in July.

July 2024 Hedge Fund Recap

HFs able to post small gains despite heightened market volatility / LS de-grossing in July