海外研报

Fed to start with 50bp cuts in rapidly weakening labor market

CITI'S TAKEFor some time we have highlighted risks that a gradual weakening in thelabor market would at some point turn more rapid, This is much moreevident in July employment data, with the unemployment rate rising to4.3% alongside a more notable

Japan: BoJ downplaying structural deflationary pressures of excess corporate savings

It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because