海外研报

MS--工党获胜

Global Data Watch

industry PMI and US employment report—and overall, they send a constructive signal bolstering soft-landing hope. The June PMI unwound much of its May

Cooling growth = cooling inflation

Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,

China: June money and credit data below expectations

June’s money and credit data all came in below expectations. The total socialfinancing (TSF) flows fell notably from May to June, primarily on slowed government

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.

Weekly Rail Carload Snapshot — Week 28

Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.