海外研报
筛选
PANIC STATIONS!
1. Global recession risk, with CBs (perceived to be) behind the curve2. The unwind of the Yen carry trade (did BoJ hawkishness mark the top of
海外研报
2024年08月06日
The Flow Show The Prime of Strife
Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
海外研报
2024年08月10日
