海外研报
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Decompression Creates Opportunities in Asia HY
The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
海外研报
2024年08月10日
Food for Thought: Sector Selection for Rate Reduction
Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
海外研报
2024年08月10日
Initial claims see more normalization
Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of
海外研报
2024年08月10日
US July CPI preview: Further easing
We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
海外研报
2024年08月10日
Follow The Flow Nonstop inflows into credit
Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong
海外研报
2024年08月10日
Global Economic Weekly Unwarranted panic
Weaker than expected US payrolls last week unleashed a market headwind that peaked this Monday. At peak, the rates market priced 140bp of Fed cuts by year-end, effectively
海外研报
2024年08月10日
CAD: still labouring away
Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX
海外研报
2024年08月10日
All EM Asian markets saw foreign selling this week
Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报
2024年08月10日
How to Navigate Summer Volatility?
The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where
海外研报
2024年08月10日
ISM Services PMl At Odds With ManufacturingCounterpart
The lSM services PMl surprised positively in july. The headline index expanded 2.6 ppts to 51.4, reversingMay's fastest pace of contraction in four years.
海外研报
2024年08月12日
