Accessible version Asia Fund Manager Survey The pendulum is swinging back Growth recovery. Over the past six months, investor sentiment has followed a classic trajectory: euphoria, panic, and finally recovery (see Risk-Love: Dancing with the bulls). The latest FMS data corroborates this emerging optimism. The improved growth outlook stems from investor confidence in swift trade resolutions and coordinated global monetary easing (~80% of the 34 major central banks are cutting rates). Currently, a net 46% ant ...

Accessible version On Macro & Micro: global growth expectations improve but still weak (net -46%); big reversal in recession odds (net 42% "likely" in April to 36% "unlikely" in June); 66% expect soft landing (8-month high - 16% = no landing, 13% = hard landing); One Big Beautiful Bill to increase US growth say 33% vs 81% to increase US deficit; investors say corporate balance sheets in best health since Dec'15, and most since Jul'13 want companies to return cash to shareholders. On Returns, Risks, Crowds: ...

与本案拍卖财产有关的担保物权人、优先权人或者其他优先权人应于拍卖日之前联系本院;优先购买权 人及其他相关权利人届时未与本院联系的，视为放弃优先购买权等其他权利。 关于申请执行人吉林九台农村商业银行股份有限公司长春分行与被执行人江苏深商控股集团有限公司等 公司的6件执行案件，在执行过程中，本院将于2025年6月29日10时0分至2025年6月30日10时0分(延时的 除外)在京东网络司法拍卖平台上(网址:http://sifa.jd.com)进行公开拍卖江苏深商控股集团有限公司名下 所持有的8114.7337万股众泰汽车(股票代码:000980)股票，现将有关事宜公告如下: 拍卖标的物:江苏深商控股集团有限公司所持有的8114.7337万股众泰汽车(股票代码:000980)股票(分6个 链接进行拍卖，具体以平台公告为准) 拍卖标的物的所有权人:江苏深商控股集团有限公司 拍卖机构名称:京东网络司法拍卖平台 拍卖时间:本院已通知双方当事人，其他有意向拍卖个人请关注京东网络司法拍卖平台 本院将委托拍辅机构吉林省金翠鸟网络科技有限责任公司进行调查及辅助拍卖。拍卖辅助工作之费用， 由被执行人承担。经拍卖、变卖成交的，费用 ...

Reiterate Commitment to Fight for Liquidity and Transparency Against Entrenched Incumbents Set Record Straight on Ionic’s Most Recent Misleading Statements Urge Their Fellow Stockholders to Learn More About Their Plan for Change at www.ionicvote.com SAN FRANCISCO, June 17, 2025 (GLOBE NEWSWIRE) -- Tony Vejseli, Chris Villinger, and Brett Perry (the “Concerned Stockholders”), stockholders of Ionic Digital Inc. (“Ionic” or the “Company”), today issued a public letter to their fellow stockholders announcing th ...

June 16, 2025 11:41 AM GMT Global Macro Strategist Consensus Views Not Always Sizeable Consensus Positions Feedback from our mid-year outlook suggests our directional views are commonplace among strategists and investors alike. In response, investors have taken a cautious approach to implementing them – sowing the seeds for disappointment as USD declines and the UST curve steepens further. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy G10 FX Strategy: USD Weakn ...

June 16, 2025 01:13 PM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum Geopolitical Tensions in the Middle East – Our Early Thoughts on Implications for the Economy and Markets June 16, 2025 Serena Tang – Global Head of Cross-Asset Strategy | Strategist Seth Carpenter – Chief Global Economist Brian Gibbons – Head of Energy Credit Research | Credit Analyst MORGAN STANLEY & CO. LLC Martijn Rats – Global Commodities Strategist | Equity Analyst and Commodities Strategist Marina Zavolock – C ...

June 16, 2025 02:38 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data Erika.Singh-Cundy@morganstanley.com +44 20 7425-0960 A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Key highlights from last week: Exhibit 1: Morgan Stanley forecasts Bear Base Bull Bear Base Bull Equities S&P 500 5,977 4,900 6,500 7,200 -16.7% 10.0% 21.7% 19% 0.54 MSCI Europe 2,169 1,610 2,250 2,620 -22.6% 6.9% 24.0% 16% 0.44 Topix 2,756 2,100 ...

市场洞察 - 重点报道 --- Market Insights - Marquee Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Eq Positioning and Key Levels 股票头⼨及关键⽔平 Please see below for a consolidated recap of the various GS positioning metrics. 请⻅下⽅⾼盛各类仓位指标的综合回顾。 Summary: 摘要： long $78bn (66 %tile). Estimates over the next week and month are insignicant, with a skew to the downside (link). 1. CTA Corner: Last week, CTAs bought $3.5bn of equities globally, bringing positioning to t h CTA ⻆：上周，CTA 在全球买⼊了 35 亿美元的股票，使持仓达到多头 780 亿美元（处于第 66 百分 ...

Next 12 Months Outlook: Our High-Conviction Calls Skewed to the Downside: The broad imposition of tariffs by the US is a structural shock to the global trading order. The tariffs themselves and the associated uncertainty will weigh notably on growth, but given the strong starting point coming into the year, we do not expect a global recession. Although the recent US inflation data did not show notable effects from inflation, we do not change our view that goods inflation will step up, and expect quarterly i ...

Core Viewpoint - Univest Securities, LLC announced the closing of a public offering of approximately $8 million for Chanson International Holding, a provider of bakery, seasonal, and beverage products in China and the United States [1][3]. Group 1: Offering Details - The offering consisted of 16,000,000 units priced at $0.50 per unit, each unit comprising one Class A ordinary share or a pre-funded warrant, along with Series A and Series B warrants [2]. - Each Series A and Series B warrant has an exercise price of $0.525 per Class A ordinary share and is exercisable starting from the issuance date until two and a half years after [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be used to open new stores in China and the U.S., with allocation based on market conditions [3]. Group 3: Company Overview - Chanson International Holding, founded in 2009, operates 63 stores in China and 3 in New York City, offering packaged bakery products, made-in-store pastries, and beverages [7]. - The company focuses on creating healthy, nutritious, and ready-to-eat food through advanced facilities and aims to provide a comfortable store environment for customers [7].