海外研报

USD undervalued, especially against the JPY

The USD is undervalued on several crosses. USD/JPY’s undervaluation is large enough to trigger a buy trade, but the UK on holiday and no

How Strong Is Job Growth? (Abecasis)

Payroll growth has averaged 170k/month over the last three months. But ninvestors have raised a number of concerns about this seemingly reassuring

Summer revision courses: Monetary Framework

The ECB’s monetary policy aims at having an influence on credit conditions; put simply, this is how monetary policy functions.

TECHNICAL ANALYSIS

2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y