海外研报
筛选
When politics trump data
Market HighlightsMarkets seems to be increasingly pricing in the prospects of a Trump Presidency after
海外研报
2024年07月04日
Yen facing cross-currents
The monetary policy convergence story is real - DB changed its Fed call to 3 cuts(previously 1) this year after the CPl print. While the Fed repricing over the comingyearortwo hasn't been huge (eg, 1y1yis still comfortably above thelows
海外研报
2024年07月30日
