海外研报
筛选
Global FX Trader Counting Down to Cuts
USD: Cut but don’t run. The time for cuts has come, and FX markets clearlysee that as a time to short the Dollar. It is understandable because the Dollar
海外研报
2024年08月26日
Gauging downside risks to USDCNY from potential
Investors have been increasingly concerned about further CNY appreciation againstUSD, especially for potential USD selling by Chinese exporters. Specifically,
海外研报
2024年08月31日
Cycle Playbook – Preparing for a Peak
Amid the excitement around AI, we must not lose sight of the cyclical nature of semiconductors and tech hardware. As we approach a cycle peak, we share our insights on navigating the transition.
海外研报
2024年09月02日
he Election and the Economy
We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force
海外研报
2024年09月06日
Macro & Strategy
In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
海外研报
2024年09月06日
ADP Employment Below Expectations
BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
海外研报
2024年09月06日
