海外研报

BoJ downplaying structural deflationary pressures of excess corporate savings

The BoJ is constructing its inflation forecasts mainly on upward pressure on wages from labour shortages due to the aging of the

Hong Kong: PMI roughly unchanged in August

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) edged down to 49.4 in August from 49.5 in

DB--Mapping Markets: Why are markets so nervous right now, and is this justified?

Markets are very jittery right now. The S&P 500 just saw its largest weekly decline since SVB’s collapse in March 2023. And apart from the brief turmoil of early

Barclays_US Credit Derivs_Tail-Risk Option Hedge Screener

Following the recent sell-off, most products in the screener nowtrade cheap versus their six-month averages, with SPY and IWM

Deutsche Bank Research - Amazon - Sep 17

Late last week, multiple news sources reported that President Biden intends to take executive action while waiting for Congress to pass a bill related to the de minimis