海外研报
筛选
BoJ to hike amid escalating inflation pressures
Recent inflation data should support Bank of Japan (BoJ) Policy Board members’ view that inflation is on track for 2% sustained growth.
海外研报
2024年07月30日
Commodities Technical Advantage Oil’s Bermuda triangle is nearing an end
View: Oil’s Bermuda triangle is nearing an endOil prices have been trading in a narrowing range, or a triangle pattern, for over a year
海外研报
2024年07月30日
BoJ: why this time is different
We calculate z-scores (using 1990-2019 as our sample) for four key measures ofunderlying inflation: (1) Shunto (wages), (2) core-core CPl adjusted for changes inconsumption taxes, and (3-4) price expectations series from surveys that haveproved to
海外研报
2024年07月30日
FX OutlookYen-maggedon
De-risking of crowded positions is different from amacro shock. There is not much evidence of the latterin recent strong dataflow, and recession models contin-ue to hover in benign territory.
海外研报
2024年07月30日
FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
海外研报
2024年07月31日
