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On Our Minds A pragmatic budget, but could have been bolder
The new government’s first full budget was pragmatic, but it could have been bolder. When one looks at it as a pure accounting exercise, which it actually is, the budget neither
海外研报
2024年07月25日
MARKETS CAN TAKE WEEKS TO REBOUND FROM A VOLATILITY SPIKE
Friday’s weak NFP print put recession risks front and centre. However, one disappointing payrolls release is notenough to declare one: (1) 114k new jobs are consistent with economic expansion; (2) cyclical sectors are still
海外研报
2024年08月06日
Automotive Industry Weekly automotive pit stop
Valuation update – Pages 9-13We believe that the accompanying valuation framework is one of the most important fundamental fasctors that should be considered when making investment decisions on .
海外研报
2024年08月10日
The Yen Carry Trade—A Roadblock to BoJ Hikes, Not Fed Cuts (Fishman/Kanter)
The recent sharp appreciation of the Yen coinciding with a spike in cross-assetvolatility has heightened the focus on the “Yen carry trade” and the broader
海外研报
2024年08月14日
Tech’s rebound and two ratios to watch
Since August low, reversing Tech sector has helped Growth and
海外研报
2024年08月18日
