海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

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

FX: DEER recommendations (Aug 2024)

The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and
海外研报

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

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

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

BofA Securities Equity Client Flow Trends Bifurcated client flows during last week’s

So far past peak negative flows: Last week, during which the S&P 500 was -2.1%, BofA Securities clients were net sellers of US equities (-$2.6B) for the fourth
海外研报

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

Indonesia: Steady growth beat, pockets of vulnerability

• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
海外研报

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

Will the great unwind continue?

Market HighlightsMonday 5 August was a monumental day for markets. The Nikkei fell 12% which was the largest 1 day decline since 1987, the S&P500 fell 3% to end the day with the largest intra-day
海外研报