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Global Fixed Income Markets Weekly

Overview: DM central banks showed further progress towards starting or continuing to reduce current monetary policy restriction this week given the
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Catch-Up Call-Weekly Investment Grade TMT Review

Theme of the week – Between a Roundball Rock and a Hard Place: Although the league has yet to confirm the details, the WSJ and The Athletic both reported
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Global Rates Trader Front-end tipping point

Stars align for Fed cuts, tailwind for G10 front-end flatteners. Six months agothe US rates market embedded nearly 175bp of cuts for the year and the prospect of
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Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
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Global Fixed Income Markets Weekly

• Summary performance statistics for trades closed in 2022-2024• Covering Europe, UK, Scandinavia, Japan and Australia/New Zealand trades
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ChinaPulse: Q2’s 4.7%yoy growth shows the need for government to step up policy support

growth rate in the same period implied a -0.7%yoy GDP deflator for Q2. The growth deceleration was largely due to weakened support from service industry,
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Global Commodities What a Trump presidency could mean for commodities

Arguably the most important delta for physical commodity markets coming from a Trump Presidency—a proposed implementation of major tariffs on US imports —wouldn’t come for
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The rotation has yet to reach CCCs

Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year. n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
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Relative value models and analysis

Mean Rvt Rank is based on an autocorrelation statistic on spline spreads over the past month. 100 means the spread is highly mean reverting relative to others, and vice versa.
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Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (VLO, MEG.TO)

We update forecasts for MEG.TO and VLO to reflect recent commodity prices forCanada oil and refining indicator margins for Valero. Our price target is unchanged for
海外研报