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Wealth and wellbeing
For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
海外研报
2024年07月17日
Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
海外研报
2024年07月17日
FSA Fixed Income Daily Commentary
US Treasury: US Treasuries rallied last Friday, despite higherthan-expected US wholesale inflation. The yield on the policydriven 2yr notes fell 6.3bps to 4.452%, its lowest level since
海外研报
2024年07月17日
DB CoTD: The greatest rotation...
Yesterday was a fascinating day for US equities. 396 of the S&P 500 were up on the day, the equal weighted index rose +1.17%, and the Russell 2000 small cap index
海外研报
2024年07月17日
Global Fund Manager Survey In Soft We Trust
BofA July Global Fund Manager SurveyBottom Line: FMS investors remain bullish driven by Fed rate cuts & soft landing; July
海外研报
2024年07月17日
Grab Holdings Ltd
A r.. Grab Holdings (GRAB) is the Southeast Asian market leaderin delivery and mobility services. It also offers digital financial services (fintech) and has partnered
海外研报
2024年07月18日
Yangzijiang Shipbuilding Holdings Ltd
L . Yangzijiang is the largest and bestmanaged private shipbuilder in China with a wide economic moat to compete against Chinese and
海外研报
2024年07月18日
How AI matters for Korea macro? — Nearterm gains amid long game
This week in focusTop policy makers in China concluded the widely-watched Third Plenum this week, with the policy readout highlighting both long term structural reforms and short term
海外研报
2024年07月20日
Sizing the Very Uncertain Increase in Trade Policy Uncertainty (Briggs/Pierdomenico)
US Presidential candidate Donald Trump has signaled that he will likelyimplement significant tariffs if elected, raising risks that a sharp increase in trade
海外研报
2024年07月22日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.
海外研报
2024年07月22日
