海外研报
筛选
Global equities lost 0.9%; Japan underperformed
Macro data this weekUS: The JOLTS job openings report on Tuesday, the ISMmanufacturing index on Thursday, and the employment
海外研报
2024年07月30日
Catalysis analysis
Catalysts abound in the week ahead, between key economicdata, Fed/BoE/BoJ decisions, and the all-important (Tech)
海外研报
2024年08月02日
Oil Tracker: Positioning: Only Up From Here
The Brent crude price rebounded by 6% from a week ago as broader macro marketscontinued to recover, as solid US activity data shifted energy investors’ focus from
海外研报
2024年08月14日
Softer 2024-25 Growth Outlook; Negative Output Gap; Low FX Pass-Through; Marginally Higher r
Bottom-Line: The 2Q24 Inflation Report (2Q-QIR) is consistent with the policysignals conveyed at the Aug 8 MPC meeting and minutes. The MPC became less
海外研报
2024年08月29日
Global FX weekly What’s next for the USD?
USD. Close to fair value, balanced risks near term, but we remain bearish further out.China matters despite decoupling optics, could further restrain near-term USD sell-off.
海外研报
2024年09月02日
