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Europe hon Rosearch Othar 27 Agu81 2024
ech on Fhday was prety desh gs he finaly srdriled "The img hes core lor pchcy lo acjus" and he chd net realy hin!thoud bo mt 2oop 8s hete i "arrle noct to rispono ghou'd te bbour mareel
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2024年08月28日
From the Global Director of Research | North America
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年08月28日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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2024年08月28日
Trading on financial conditions
We present a financial conditions indicator (FCI) for the USmarket that is available at a high frequency, can be closely.
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2024年08月28日
The Powell of the Powerless-Global Daily
The Fed Chair’s dovish Jackson Hole speech was analysed pithily by our Fed watcher Philip Marey: “Regarding the Fed’s initial diagnosis that inflation was “transitory”, Powell tried to hide
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2024年08月28日
Chart Spotlight – Growth surprises matter
The growth outlook has taken on increased importance. CPI used to be the only game in town for policy decisions. But at the July meeting the BoC pivoted more dovish and made two notable
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2024年08月28日
CHINA ECONOMIC UPDATE
July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
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2024年08月28日
Fixed Income Special European futures rollover outlook Sep-24/Dec-24
The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
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2024年08月28日
If the plan is to sell dollar rallies, it isn’t working
Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity
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2024年08月28日
TECHNICAL ANALYSIS
2y UST, 10y UST, 10y Bund, Canada 10y, EUR/USD, GBP/USD, USD/JPY, AUD/USD, EUR/HUF, USD/BRL, Brent
海外研报
2024年08月28日
