海外研报

August 2024 Performance Review

August was an incredibly tumultuous month in financial markets, with the VIX index of volatility briefly spiking to levels last seen in March 2020 during the Covid-

The Point for Asia Pacific Monday, 02 September 2024

China Banks - Worse-than-expected existing mortgage rate cut incoming; banks w/ high mortgage exposure more vulnerable

Banks & foreign investors buy while CTA demand peaking

Buying aboundsRecent weeks have seen buying flow from CTAs, investment funds, asset managers, banks, and even foreign investors. The bid for duration appears to be quite strong. While

US Week Ahead: September 2 - September 8

The key economic data releases this week are the ISM manufacturing index onTuesday, the JOLTS job openings report on Wednesday, and the employment report