周绩效检点
【SRT】
$CSOP S-REITs INDEX ETF (SRT.SG)$ ’s 的损失主要来自酒店信托REITs子行业，以及FLt和CLAR个别REITs。UBS报告称SREIt在2024年第三季度表现不佳。尽管签署和过去租金之间的差距逐渐缩小，新加坡部门的租金回归总体仍然坚挺。
【货币】
上周核心CPI在10月环比上涨0.28%，低于摩根大通的预测但符合共识，受核心商品价格意外疲软驱动，不包括汽车价格，可能是由于东南部的飓风和东北部异常温暖天气造成的失真。数据支持12月中旬美联储可能实行降息，掉期交易商将概率从之前的56%上调至80%左右。

【美国】
🔸 美国8月贸易赤字急剧缩小。 美国8月份贸易逆差大幅收窄，出口增加，进口下降，这表明贸易可能在第三季度对经济增长产生一定拖累。贸易逆差从7月份修订后的789亿美元大幅缩小了10.8%，降至704亿美元，这是根据美国商务部进行的...

@Moo Live @Moo_Rich
主讲人:Bruce Zhang CFA，南方资产管理投资经理，世界最大的中国政府债券型ETF基金经理
关键要点：
第一部分：新加坡宏观回顾和展望
新加坡的复苏已经在顺利进行。GDP和出口增长已经达到了疫情前的水平。由于国家重新开放的进展，零售销售甚至更强，失业率呈下降趋势。然而，高...

$南方纳指一百 (03034.HK)$ $CSOP S-REITs INDEX ETF (SRT.SG)$ $ICBC CSOP CGB ETF USD (CYB.SG)$ $Meta Platforms (FB.US)$ $Roblox (RBLX.US)$
官方网站：http://csopasset.com/​​​
南方东英Facebook专页: https://www.facebook.com/CSOPAssetMan...*
连接网页并未经证监会审阅及可能包含未经证监会认可的基金资料。*
重要声明
本资料仅供参考用途。本资料并不构成买卖任何投资产品的招揽或承诺。南方东英资产管理有限公司（「南方东英」）在制作本资料时，相信获得数据源是准确，完整及合适。但南方东英没有为本资料所载信息的准确性或完整性作出保证。南方东英不会负上收件人使用本资料时所引致的法律负任。本资料可能含有「前瞻性」资讯而不纯綷是历史性的。这些资讯可能包括预测、预报、收益或回...

$CSOP S-REITs INDEX ETF (SRT.SG)$ $ICBC CSOP CGB ETF USD (CYB.SG)$
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