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Global Rates ldeas EM & DM

We highlight opportunities for tactical flattening carry tradesin the US and Türkiye
海外研报

All EM Asian markets saw foreign selling this week, led by A-shares and

EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报

Any more systematic pressure in USDJPY and US equities?

Benchmark CTA down big this past MondayWhile declining steadily in each of the last four weeks, this past Monday the SG CTA benchmark index posted its largest daily drop since Mar-23. This on the same day
海外研报

ISM Services PMl At Odds With ManufacturingCounterpart

The lSM services PMl surprised positively in july. The headline index expanded 2.6 ppts to 51.4, reversingMay's fastest pace of contraction in four years.
海外研报

MXAPJ closed the week flat, led by rebounds in the Greater China markets

MXAPJ closed flat, with Hong Kong & China Offshore (+2%)leading Korea (-4%), Singapore (-3%), and Australia (-2%).
海外研报

How to Navigate Summer Volatility?

The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where
海外研报

All EM Asian markets saw foreign selling this week

Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报

Global Economic Weekly Unwarranted panic

Weaker than expected US payrolls last week unleashed a market headwind that peaked this Monday. At peak, the rates market priced 140bp of Fed cuts by year-end, effectively
海外研报

CAD: still labouring away

Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX
海外研报

US July CPI preview: Further easing

We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
海外研报