海外研报

Some relief, however the risks still remain

The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY

The Weekly Worldview: Rising Central Bank Action

If life were a Greek tragedy, we would call it foreshadowing. In reality, it was an unfortunate coincidence. The BoJ’s website temporarily went down when the policy

Our monthly insights into private markets – July/August 2024

Commercial real estate markets are in a funny kind of limbo. During the first quarter, the number of deals under offer that failed to close spiked in Europe and

Australia: CoreLogic House Prices: +0.5% increase in August

Bottom line: Australian capital-city dwelling prices increased +0.5%mom(+7.1%yoy) in August, with ongoing firm growth across Perth (+2.0%mom) and

GS--Events that will Drive a Seasonal Increase in Volatility

Single stock notional options volumes have declined notably over the past threemonths led by a significant decline in NVDA volumes. We see this as an indicator of

COMMERZBANK--CPI relief?

Fed: FOMC minutes show that "almost all" officials agreed that upside risks toinflation had diminished and a "substantial majority" supported the 50bp cut, while