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Cross Asset StrategyAfter the dust has settled
With volatility ealming down, investors are tempied by various degrees to re-enler variousmomentum and carry trades,. In the sbsence ofa calalyst, vols willlikely go lower and risk
海外研报
2024年08月18日
TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall
Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities
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2024年08月18日
G10 Cuts Broaden as Data Stabilize
Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust
海外研报
2024年08月18日
Global Market Views: Summer Turbulence En Route to a Soft Landing
1. Keep fading the extremes. For most of the past 12 months, market concernshave oscillated between inflation and growth. We came into the year on the back of
海外研报
2024年08月18日
The Global Impact of Higher US Tariffs (Briggs/Kodnani)
Former US President Donald Trump has signaled that he will likely implementsignificant tariffs if elected. Our baseline expectation for a Trump presidency is
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2024年08月18日
Large foreign buying in Taiwan this week
Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,
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2024年08月18日
DeskTalk - Ready for Powell at Jackson Hole
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
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2024年08月18日
Collective obliviousness?
Just two weeks have passed since the sharp deterioration in the US employment report sparked a
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2024年08月18日
Global Economic Outlook & Strategy
CITI'S TAKEThe global economy looks likely to register annual growth of 2.4% in 2024only a modest slowdown from last year's pace as Hi data have broadlysurprised to the upside.in recent weeks, however,
海外研报
2024年08月18日
US Economic Weekly Slow and steady, not fast and furious
Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was
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2024年08月18日
