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Decompression Creates Opportunities in Asia HY

The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
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Initial claims see more normalization

Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of
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Follow The Flow Nonstop inflows into credit

Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong
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Food for Thought: Sector Selection for Rate Reduction

Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
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Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying
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Global Strategy Weekly

What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
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Market Intelligence: US Morning Update

Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended
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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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Global Tech: Re-calibrating AI server timeframe; updating Global server model and

We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
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GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro

Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
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