海外研报

JPY’s fast rise to the top

At present, the G10 FX PIX 2.0 signals that the NOK remains oversoldwhile the JPY and CHF remain overbought. We have temporarily

Global Earnings Revision Ratio Earnings rebound

Global Earnings Revision Ratio resumes uptrendThe “hint of softness” in earnings expectations on which we reported in July was short

Venture Vision: Back to Neverland?

On the cusp of US rate cuts, according to our Economists, anticipation is high that venture/growth markets will step in to

When do equity investors need to worry about a recession?

Chicken and eggRecession fears have been at the forefront of investors’ minds for nearly three years.

DU--CitiFX Wire - DeskTalk

USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but