海外研报
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Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
dragged down by global cyclicals and financials amid significant foreign outflows
Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by
海外研报
2024年07月22日
Asia Fund Manager Survey
Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
海外研报
2024年07月17日
Interest Rates Daily
Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we
海外研报
2024年07月23日
Energy, Utilities & Mining Pulse: Investors Asking: Of the Stocks that Lagged in 1H,
What is a stock that was a 1H laggard, where we see the potential for thisto be a 2H leader — and why? Cheniere Energy (LNG) lagged 1H24 (+2% vs
海外研报
2024年07月20日
