海外研报
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Asia Open - Mind the unwind, from USDJPY to US stocks
Consensus trades took a hit Wednesday, as seen by the sell-off in USDJPY (-1.3%) and Nasdaq (-2.5%). A combination of
海外研报
2024年07月19日
The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk, the US presidential election on
海外研报
2024年07月22日
Global Macro Commentary
Global cyber outage creates broad-based disruption; USTscheapen absent major economic catalysts; CAD weakensintraday following soft retail sales; JGB curve twist flattens aftersoft CPl;
海外研报
2024年07月22日
Mapletree Industrial Trust
DDiivveerrssiififieedd ““nneeww eeccoonnoommyy”” llaannddlloorrdd wwiitthh aa ddaattaa--cceenntteerr ssppiinn.. Mapletree Industrial Trust ("MINT") is one of Singapore's largest
海外研报
2024年07月27日
COMMERZBANK--Inflation wherever you look
Yesterday, even without an explicit trigger, the US dollar rallied quite a bit, with EUR-USD
海外研报
2024年10月11日
