海外研报

US growth pick-up but dimmer Europe outlook

US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House

CP monitor: higher financials supply

Supply: notable pickup in foreign financials CP outstanding has increased $35bn since the end of June, bringing the total to $1.27tn.

In the middle of the USD smile

The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.