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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
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2024年08月31日
MS_Immigration- Global Perspective on a Growing Macro Driver
Global Economic BriefingImmigration: Global Perspective on a Growing
海外研报
2024年09月09日
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
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2024年09月12日
Why High Yield Now?
We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
海外研报
2024年09月22日
