海外研报
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FX OutlookYen-maggedon
De-risking of crowded positions is different from amacro shock. There is not much evidence of the latterin recent strong dataflow, and recession models contin-ue to hover in benign territory.
海外研报
2024年07月30日
Situation Room July FOMC: Yes man
The biggest takeaway from the July FOMC was that chair Powell largely agreed with market pricing for a September cut (Exhibit 1), assuming no big surprises on inflation.
海外研报
2024年08月02日
Indonesia: Steady growth beat, pockets of vulnerability
• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
海外研报
2024年08月07日
Multi-Asset Strategy Daily
The first hurdle for UK markets – the labour market report – came in this morning. Wage data were in line, with weekly earnings excl. bonus rising 5.4% on a 3M/YoY basis. This seems like good news, as wages are
海外研报
2024年08月14日
Signals, Flows & Key Data
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
海外研报
2024年08月29日
