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US CPI in focus, while BOK, BNM to stand pat
With the Fed staying patient with its restrictive monetary policy stance, the mortgage rate in the US – currently fixed at 7% for a 30y tenor - is set to remain high for quite
海外研报
2024年07月12日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 1.3% today. Hong Kong and Taiwan markets outperformed,while India and Singapore markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年07月12日
Slow Boat from China Implications of Soaring Shipping Costs
At the southern tip of Africa, the warm water from the Indian Ocean meets the cool current coming up from the Antarctic, resulting in stormy weather. When first
海外研报
2024年07月12日
Getaways and giveaways
In June, total card spending per household was down 0.5% year-over-year, according to Bank of America internal data. Seasonally-adjusted total card spending dropped 0.1% month-over-month (MoM), but over the second quarter as a whole, total
海外研报
2024年07月12日
Sticky inflation is coming unglued
The June CPI report was very benign. The headline figure fell 0.06% (expected up0.1%) and the core figure was up only 0.06% (expected up 0.2%). Within the corecomponent,the long-awaited slowing in both tenants’and owners’ equivalentrental inflation took
海外研报
2024年07月12日
Top 25 Tactical Trades for Earnings Season
We believe 2024 will be remembered as the “Year of the Stock Picker”. Indexoptions and daily SPX volatility have been dampened by systematic volatility
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2024年07月12日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
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2024年07月15日
Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments
(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key
海外研报
2024年07月15日
Thematic Research
Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP
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2024年07月16日
Summer Stalemates
A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
海外研报
2024年07月16日
