海外研报

CAD: still labouring away

Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX

US Week Ahead: August 12 - August 18

Tuesday, August 1306:00 AM NFIB small business optimism, July (consensus 91.5, last 91.5)

FOMC – Very dovish minutes open door to 50bps cuts

ImplicationsThe minutes suggest that Powell will take a very dovish tone at the Jackson Hole meeting. There are many dovish references to “almost all” or the “vast majority” of participants. If

Quick Reaction Australia

Annual inflation fell to 3.5% y/y in July according to the monthly CPI indicator, down from the recent peak of 4.0% y/y in May. During the month, prices were

Oil Tracker: Upside Risks to Non-OPEC Supply From Company Data

The Brent crude price hit a new year-to-date low on Tuesday as Libya oil productionmay recover sooner given a reportedly nearing potential truce and as commodity,

GS--Global equities lost 3.7%, Cyclicals vs

Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator