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Europe Weekly Focus
The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
海外研报
2024年07月16日
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
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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
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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
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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
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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
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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
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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
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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
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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
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2024年07月22日
