海外研报

The message of a bond market

It is almost comical. Just as Wall Street and mainstream media became convinced that Donald Trump is the next US president, Joe Biden’s withdrawal and the sudden rush to gather around Vice President Kamala Harris

a complete exit from deflation after the next global economic cyclical recovery

Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit

Investor Allocations

Marginal decline in price momentum; fund inflows remain strongAmid a somewhat a dovish tone in the July FOMC meeting, which laid thegroundwork for possible rate cuts in September and beyond, globalequities (FTSE All World) ended the month

This is Non-Independent Research, as defined by the Financial Conduct Authority

Today’s session kicks off with markets having to digest the new set of UK inflation data. UK headline CPI was expected to rebound from June’s 2.0% handle, but the rebound was slightly smaller than expected, with