海外研报
筛选
Let’s be rational
EUR flatteners look attractive on the back of the recent short-end rally. Bond risk premia are on the rise despite tight credit spreads.
海外研报
2024年07月26日
Emerging Insight Central Asia – FX “anomalies” untangled
Key takeaways• KZT to remain range-bound and managed through net NOF FX sales. NOF support has room to increase in 2H24 after new FX flow
海外研报
2024年07月26日
Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)
With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
海外研报
2024年07月26日
