海外研报
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Big GBP unwind in broad risk-off
At present, the G10 FX PIX 2.0 signals that the AUD, NZD and NOK areoversold while the CHF and JPY are overbought. We have temporarily
海外研报
2024年08月06日
Core CPI expected to have firmed in July
We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in June) inthe release due next week, on August 14. We expect part of the acceleration to have come
海外研报
2024年08月10日
Cheatsheet - G10 & EM Week Ahead: Half and half
US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail
海外研报
2024年08月14日
TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall
Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities
海外研报
2024年08月18日
U.S. Desk Strategy CB Views: Jackson Hole Recap
With the clock ticking, the time has come for Fed cuts Powell said “The time has come for policy to adjust” (towards lower rates)…
海外研报
2024年08月26日
