海外研报

How to Navigate Summer Volatility?

The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where

Assessing Market Volatility | Oil Views | European Banks

Since the US July employment report last Friday (Aug 2), there has been heightenedmarket volatility particularly in the US and Japan, with the latter mainly impacted by

FX Focus India: Will INR weaken further?

We have received increasing client questions on whether INR could turn sharply weaker, or continue to weaken for that matter.

US MARKET INTELLIGENCE:MACRO WEEK AHEAD WEEK OF AUGUST 12,2024

ECONOMICSAUG 12 - NY Fed 1-Yr infiation Expectations at 11am ET. Monthly Budget Stalement at2pm ET.AUG 13 - NFlB $mall Business Optimism at 6am ET. PPl and Core PPl at 8:30am ET.AUG 14-

THE UK ECONOMIC MONITOR

July PAYE employment should gain 30K month-tomonth, while the June jobless rate rises to 4.5%.

Some relief, however the risks still remain

The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY