海外研报
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Global Rates Trader Pivot in Place
A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing
海外研报
2024年08月26日
Mizuho EMEA G4 Forecast Update
August was a bad month for the greenback with both EUR/USD and GBP/USD making yearto-date highs during the month, as investors await the start of the Fed’s easing cycle. USD/JPY
海外研报
2024年09月05日
Barclays - Global Rates Weekly_ Decision time
In the US, strength in income and underlying activity suggeststhat neutral is higher than currently priced in. We recommend
海外研报
2024年09月10日
Searching for the floor
Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is
海外研报
2024年09月13日
GS--Global Markets Daily: What drove THB’s recent outperformance in EM FX an
The Thai Baht (THB) has been one of the best performing emerging market ncurrencies over the past three months. Beside the decline in the broad USD and
海外研报
2024年09月19日
CrossAssetWeekly--China leaves little doubt about its growth target
This week, Chinese authorities announced a broad selection of stimulus measures to support
海外研报
2024年10月01日
Macro Monthly Economic insights and asset class views
When the top policymakers in the world’s two largest economies are determined to
海外研报
2024年10月08日
Retaliation--Global Daily Market comments
China’s equity indices either did very well, or very poorly, depending on your reference. The
海外研报
2024年10月11日
