【IMF】U.S. Inflation Expectations During the Pandemic.pdf

China Property Sector: Property+ Weekly: Can we expect post-CNY recovery?

China Technology Sector – Apple FY1Q23 miss on macro and supply chain issues; Expect weakness to persist in near term

Expecting steady cloud revenue growth

1H24E preview: Expect solid growth on iPad/iPhone cycle, Android recovery and NEV orders

Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20%

Operation Aspides, or the Peril of Low Expectations in Yemen

China Auto Sector – Jun leading indicators： NIO weaker than expected

1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E

Expect solid 2023E earnings; Higher free float to boost valuation

Is High Debt Constraining Monetary Policy? Evidence from Inflation Expectations