海外研报

GS--WHIFF OF NEW US-RUSSIA MISSILE CRISIS SHOULD UNDERPIN THE GOLD PRICE

Although this topic remains firmly in the arena of tail-risk monitoring rather than an active market driver, PresidentPutin’s clear ‘red line’ signal yesterday is notable for two reasons: as a tail-risk ‘fattener’ in its own right, and as a

FX--About the relationship between oil prices, inflation and rate expectations

About the relationship between oil prices, inflation and interest rate expectations //New Zealand central bank is stepping up the pace // PLN, CZK, HUF: Signs ofrecovery // Not much new from the Mexican inflation data?

BofA_Europe Economic Weekly Vamos_20241011

Weekly view: suspense, suspense