海外研报
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30y JGB auction preview: Market turbulence liable to weigh on sentiment
・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
海外研报
2024年08月08日
Flows & Liquidity Where have we seen most unwinding?
Momentum-driven investors such as CTAs saw a sharp unwind of long equity positions, short yen and short 10y Bund and JGB positions, while
海外研报
2024年08月12日
The Deflation of Software
Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
海外研报
2024年08月15日
Nomura Quant Insights
Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
海外研报
2024年08月30日
Week Ahead in Economics
US non-farm payrolls will take centre stage next week. Following the soft July figure, we expect a rebound to 175k, which is a moderation from the pace seen earlier in the year. This
海外研报
2024年09月03日
