海外研报

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become

Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color

Correlations and volatility spiked during a dizzying week of sentiment whippingaround on recession risks (still low and still-data dependent, as per the latest from

uly US CPI Inflation preview: Modestly firmer, but good enough for Fed cuts

CPI inflation to firm to 0.3% m/m in JulyCPI in June surprised to the downside. We expect some of that surprise to reverse in July.

Summer revision courses: Monetary Framework

Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be

FSA Fixed Income Daily Commentary

US Treasury: US Treasuries had a mixed session with the policydriven 2yr yield losing 3.6bps to 3.901% while the rest of the

Weekly commentary

Patience needed in the AI buildout• Investors have started to worry about tech companies spending big on artificial