海外研报

The VIEW Asia's Bond Markets

This month's Overview is a primer on Panda bonds, RMB-denominated bonds issued byoffshore entities in China's domestic market. Gross issuance rose 82% in 2023 to a recordRMB154bn, and 2024 is on course to be another big year, We explore

Trading Catalysts NVDA earnings, an underpriced risk

Economics: The time has comeAt Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powell

AI will transform financial analysis, giving tech-savvy investors an edge

SummaryInstitutional investors are increasingly leveraging artificial intelligence1 (AI) to enhance their

US--Highly anticipated jobs report offers no definitive signal for September FOMC

The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.

Commodity Special

As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment