海外研报
筛选
MONETARY POLICY MATTERS, BUT GROWTH MATTERS MORE
Macro Drivers: Despite the soft payroll numbers, a US recession remains unlikely ◼ Multi Asset: Fed cuts are only good for risk assets when a recession does not follow
海外研报
2024年08月12日
Yen Carry And AI Bubble: One And The Same Trade
The analysis of price complexity strongly suggests that the ‘yen carry trade’ and the AI bubble are one and the same trade, premised on three conditions:
海外研报
2024年08月15日
Volatility fire sale over with commodities wellpositioned for Fed rate cuts next month
Global commodities: Navigating commodities in micro and macro cross-currents juxtaposed against thin summer liquidity has been the key theme over recent weeks.
海外研报
2024年08月23日
Global Economics Weekly Key Global Data
A summary of forthcoming data releases and market-moving
海外研报
2024年08月27日
Taiwan: August Inflation Inches Down
Taiwan’s headline CPI inflation inched down to 2.4% yoy in August from 2.5% theprevious month after three months of acceleration. The outcome was above
海外研报
2024年09月06日
DB--Poised to reshape multiple industries
In conjunction with our US Autos resumption of coverage, we take a closer look at Tesla's upcoming Robotaxi Day (10/10), advantages in autonomous driving, and
海外研报
2024年09月11日
GS--Capital Markets Day: In-line targets relative to elevated expectations;
T-Mobile Capital Markets Day highlights in-line financialmetrics, with strong broadband targets on fixed wireless and
海外研报
2024年09月20日
SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise
The surprise move by the Fed implies a high level of confidence that inflation is on track to
海外研报
2024年09月24日
SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades
SocGen - Forex Trade Idea - EURGBP looks set to bounce - cheap option trades
海外研报
2024年09月28日
