海外研报
筛选
Global FX Weekly The weak USD policy
G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.
海外研报
2024年07月20日
Shifting narrative and market implications
We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin
海外研报
2024年07月22日
Global Fixed Income Views
A 70% probability of Sub Trend Growth, and a soft landing, remain our base case. While smaller businesses and lower income households struggle with
海外研报
2024年07月16日
Tesla delays Robotaxi unveil to October, reportedly to develop more prototypes
Prior unveil was set for August 8th, which we believe was likelyan arbitrary date. While delay possibly signals progress on a
海外研报
2024年07月15日
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
