海外研报
筛选
A more dovish ECB on inflation?
Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
海外研报
2024年09月06日
IS THE NEW MACRO SUPERCYCLE ON TRACK?
Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
海外研报
2024年09月06日
Asia Cross Asset Focus – Monthly APAC ex-Japan to follow the Fed, hesitantly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
海外研报
2024年09月06日
Intraday FX View
What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break
海外研报
2024年09月05日
