海外研报

Stronger Asian currencies heading into Powell’s Jackson Hole Speech

Asian FX continued to strengthen against the Dollar this week ahead Powell’s keynote speech in the Jackson Hole Symposium on Friday evening. This week

If the plan is to sell dollar rallies, it isn’t working

Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity

EM FX Trading: Top Trade Thursday

At Jackson Hole, Powell gave a clear indication that cuts are to come, and with this the market is now focused not on whether the Fed will cut in September but by how much. Powell's

MS_Immigration- Global Perspective on a Growing Macro Driver

Global Economic BriefingImmigration: Global Perspective on a Growing

US Federal Reserve and commodities

The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and