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10y JGB auction preview: A highly volatile climate
POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the
海外研报
2024年08月07日
Cross Asset StrategyWhere is the bottom?
Have we seen the worst of it? We rewiew the history of bottaming signals,which suggest there is rnore pain to come.
海外研报
2024年08月07日
Beddriz Artuines arbeamiz annesd.pencom.PVorgan Chase Bank k.h, London Branch
A wli mde yoslerne a noll owor andMMEJMWALOJSD M prICUabouncing 2 5%6 aN heh I WAI GT! LHAE D MnceamBmE-fWBEN955l gan aiy support tom whal mas al eicourag ng U$ $eroes
海外研报
2024年08月07日
INTERNATIONAL MARKET INTELLIGENCE: JULY 2024 RECAP
In July, the US market narrative was choppy. “Growth without inflatlon" prevailed but "HardLanding" concerns started to emerge in the last week of Jjuly following JOLTs, ciaims and
海外研报
2024年08月07日
Nomura Quant Insights
US equities: CTAs and volatility control funds behind the curve in getting outThe latest (and much-watched) US jobs report brought a disappointment. The announced
海外研报
2024年08月07日
USD/JPY: We lower our near-term forecast
cut rates substantially / Will Japanese investors accelerate JPY appreciation?USD/JPY corrected to the 142-143 range for a while today, apparently reflecting the
海外研报
2024年08月07日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年08月07日
The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报
2024年08月07日
FX View The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报
2024年08月07日
Taiwan: July Inflation Inches Up on Food Prices, As Expected
Bottom line:Taiwan’s headline CPI moved up for the third month to 2.5% yoy in July from 2.4%the previous month. The outcome was in line with Bloomberg consensus but below
海外研报
2024年08月07日
