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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
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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
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Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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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
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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
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Indonesia: Steady growth beat, pockets of vulnerability

• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
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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
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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
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This material should be regarded as a marketing communication

After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets
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Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow

This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
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