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Land of the rising equities and bond yields — a look at cross-asset moves in Japan
Last week a softer-than-expected CPI print pushed forwardrate cut expectations and prompted one of the largest
海外研报
2024年07月17日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.
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2024年07月17日
Weekly IMM FX Positioning
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication may not be considered investment research or an
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2024年07月17日
Powell Deftly Opens the Door for Rate Cuts, but Doesn't Appear Ready to Step Through It
Fed Chair Powell made a subtle shift in his stance on monetary policy today, speaking before the Economic Club ofWashington DC. He made it abundantly clear that he did not want to send a signal about any particular meeting coming
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2024年07月17日
Housing deflating, demographics deteriorating, and exports slowing
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
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2024年07月17日
DB CoTD: The 2% club has increased
** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
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2024年07月17日
Wealth and wellbeing
For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
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2024年07月17日
Click “here” to listen to the Europe Morning Call.
Transport Chartbook – thoughts on shipping S/D – Global trade growth remainedstrong in 2Q with air freight up +10% yoy and container +6%. This is driven by a
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2024年07月17日
The Buffalo Is Back
While economic surprises have been negative lately, leading indicators and easing global central-bank policies point to the slow global expansion gaining traction in the second half of 2024 and 2025.
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2024年07月17日
Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
海外研报
2024年07月17日
