海外研报
筛选
JPY – thoughts on suspected MoF intervention
The Japanese government may have intervened in the FX market to shore up JPY again after the release of the US June CPI print on Jul 11 and possibly again in the Tokyo
海外研报
2024年07月15日
Rising Demand for Government Bond Funds
Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
海外研报
2024年07月15日
Summer Break
n GBP: Stay long vs USD. The tactical backdrop looks increasingly friendly for riskand negative for the Dollar with further signs of a benign slowdown in US
海外研报
2024年07月16日
Narrow breadth could persist
Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
海外研报
2024年07月16日
Big sales of Financials stocks as earnings season kicks off
Single stock-driven outflows: Last week, during which the S&P 500 was +0.9%, BofA Securities clients were net sellers of US equities (-$3.3B) after the previous
海外研报
2024年07月18日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年07月15日
Global Economics Wrap-Up: July 12, 2024
Consumer sentiment appears more sensitive to inflation in DMs (whereinflation is rarer) than in EMs, and the effect tends to persist for two yearsafter a surge ends.
海外研报
2024年07月16日
USD: are FX markets complacent?
Price action has been very much subdued across G10 FX markets overnight, echoing unchanged USTs and rather mixed global equities. The newsflow has
海外研报
2024年07月10日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
海外研报
2024年07月11日
US Economics WeeklyChair Powell heads to Capitol Hill
Economic Comment: Chair Powell expected to update Congress on path aheadOur guess is most Chairs of the Federal Reserve Board approach Congressionaltestimony
海外研报
2024年07月11日
