海外研报
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Global Rates Trader Pivot in Place
A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing
海外研报
2024年08月24日
Global Economics Wrap-Up: August 23, 2024
August flash PMIs show strength in services but continued weakness inmanufacturing:
海外研报
2024年08月24日
Global Credit Trader There and back again
While spreads have nearly completed their round-trip back to pre-selloff levels,implied volatility on macro indices remains elevated.
海外研报
2024年08月24日
Permanent Portfolios, Policies And Asset Returns
“You were given the choice between war and dishonor. You chose dishonor, and you will have war.”
海外研报
2024年08月24日
Confirmation Bias In Action
Sometimes financial markets seem almost willfully perverse. During Wednesday’s trading, the price of the front-month WTI crude oil future fell
海外研报
2024年08月24日
All to play for in final leg of US presidential election
FX View: This week the US dollar (DXY) has fallen a further 1.0% as markets position with increased confidence for the start of the Fed easing cycle in
海外研报
2024年08月24日
