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Mapping Markets: Why it’s too soon to dismiss inflation risk
It might seem unfashionable to talk about inflation risk right now. After all, it’s almost back at target across the major economies and lots of central banks have begun to cut rates.
海外研报
2024年09月03日
Far-right surges in regional elections, but national implications likely limited
Far-right AfD comes first in Thuringia and second in Saxony. Sunday's election results are historic insofar as it is the first time in post-war Germany
海外研报
2024年09月03日
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-
海外研报
2024年09月03日
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
海外研报
2024年09月03日
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
海外研报
2024年09月03日
