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Mapletree Industrial Trust
R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a
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2024年07月30日
De-grossing, Positioning Declines, and Rotations...Meaningful in July, But Could be Nearly Over
HF performance / alpha drawdown and de-grossing…are we done yet? July was the first month for negative Eq L/S alpha this year and de-grossing reached fairly extended levels for Eq L/S and Multi-Strats in
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2024年08月06日
RECESSION APPEARS INEVITABLE BY YEAR- END, UNLESS THE FED CUTS (THEY WILL)
The search is on for indications that the economy is heading towards recession if the Fed fails to act sooner than later – not for indicators of recession itself. The softening data that are rolling
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2024年08月07日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8.2024
OVERNIGHT BRIEFUS/EU trade: European Equities were higher (SXXP +1.5%, $X5E +2%). Almost all D1 baskatsrallied over +iz today as mean revarsion picked up momantum from the open after
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2024年08月09日
MXAPJ closed the week flat, led by rebounds in the Greater China markets
MXAPJ closed flat, with Hong Kong & China Offshore (+2%)leading Korea (-4%), Singapore (-3%), and Australia (-2%).
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2024年08月12日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
What a week – not only in markets but also in sports. With the Summer Olympics set to conclude on Sunday, it’s been nothing short of
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2024年08月14日
BofA on USA Payback, not a slowdown
We expect a consensus-like retail sales report for JulyTotal card spending per household (HH), as measured by BAC aggregated credit and
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2024年08月15日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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2024年08月18日
US Economic Weekly Slow and steady, not fast and furious
Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was
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2024年08月18日
The Treasury cash-futures basis ischeap
The reason for these high expected returns-or, put slightly differently, thecheapness of the Treasury basis -likely stems from the recent increase in marketvolatility and ongoing concerns about funding pressure. As the chart shows,
海外研报
2024年08月20日
