海外研报

DOLLAR WEBINAR QUESTIONS ANSWERED

inputs into goods assembled in the US. US firms still own the product; hence its value add -- the ability to mark up the retail price (building where it is cheap and selling into a high-income nation). This is,

End of Week Market Intelligence: flattish

what’s in a friday?A week after last Friday’s July unemployment report raised concerns about the US

Week 2 August – 9 August

The risk-off sentiment that characterised the beginning of this week was also felt in XCCY markets. However, looking at the broader picture, XCCY spreads were relatively sheltered. This included USDJPY XCCY, despite

The VIEW Asia's Bond Markets

This month's Overview is a primer on Panda bonds, RMB-denominated bonds issued byoffshore entities in China's domestic market. Gross issuance rose 82% in 2023 to a recordRMB154bn, and 2024 is on course to be another big year, We explore

Trading Catalysts NVDA earnings, an underpriced risk

Economics: The time has comeAt Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powell

AI will transform financial analysis, giving tech-savvy investors an edge

SummaryInstitutional investors are increasingly leveraging artificial intelligence1 (AI) to enhance their