海外研报

Theme in Charts: Bearish Gas is Bearish Oil

Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a

LULA CLAWS BACK A SHARE OF THE BUDGET

Brazil’s Supreme Court (STF) has handed the executive branch another win in the latter’s attempt to regainmore control over the federal budget. The latest ruling relates to the so-called “PIX amendments”, which refer to

The White House and the Dollar

Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration

Bullish confirmation from rates and technicals

At NDR, we do not hang our hat on any one indicator. We find a mosaic approach of

CR--Market comments

Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts

Financial Capital Navigator

The instruments on this list are only suitable for sophisticated investors with a high tolerance for price volatility, illiquidity and possible losses of coupon

japan-insights-is-japan-multifamily-still-attractive

Is multifamily still an attractive investment in this

GS--How Global Economic News Affects AEJ Financial Markets

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA), and the China Securities Regulatory Commission, regulators addressed market concerns about the economy with a

Even lower than we expected

This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,