海外研报
筛选
When politics trump data
Market HighlightsMarkets seems to be increasingly pricing in the prospects of a Trump Presidency after
海外研报
2024年07月04日
Yen facing cross-currents
The monetary policy convergence story is real - DB changed its Fed call to 3 cuts(previously 1) this year after the CPl print. While the Fed repricing over the comingyearortwo hasn't been huge (eg, 1y1yis still comfortably above thelows
海外研报
2024年07月30日
Global Macro Thoughts “Normal service will now resume”
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年08月02日
