海外研报
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If the plan is to sell dollar rallies, it isn’t working
Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity
海外研报
2024年08月28日
EM FX Trading: Top Trade Thursday
At Jackson Hole, Powell gave a clear indication that cuts are to come, and with this the market is now focused not on whether the Fed will cut in September but by how much. Powell's
海外研报
2024年08月31日
MS_Immigration- Global Perspective on a Growing Macro Driver
Global Economic BriefingImmigration: Global Perspective on a Growing
海外研报
2024年09月09日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月12日
Why High Yield Now?
We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
海外研报
2024年09月22日
