海外研报
筛选
Global Rates Notes: Sufficient Liquidity, Constrained Capacity
n Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics. n A range of factors point to pressure arising from constraints on capacity to
海外研报
2024年07月19日
Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3
Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of
海外研报
2024年07月19日
ECB—Holds Rate and Emphasises Data-Dependence
BOTTOM LINE: The Governing Council left all policy parameters and the formalguidance unchanged, as widely expected. During the press conference, President
海外研报
2024年07月19日
Macro Credit Views: Trust in carry (Karoui)
Carry remains our baseline view. Valuation constraints continue to loom large inmost segments of credit markets, greatly limiting the scope for upside convexity
海外研报
2024年07月19日
