海外研报

Global Rates StrategyWeekly supply Preview

Global supply next week: Euro area, Us, UK, JP, AUS & NZNominal supply is scheduled in the Euro area (expect ~EUR4.5bn), US (USD16bn), UK(GBP3.75bn), Japan (JPY1.65tn),Australia (AUD1.5bn) and New Zealand

FAST FX Fair Value Model--USD looking undervalued

The FAST FX model continues to sit out the FX markets and remains up 2.50% over the past year with a hit rate of 50%. Heading into the Jackson

USD: in the shadow of the Rockies

It was a tentative start to the week for risk sentiment. The rhetoric from the Fed remains mixed. While dovish FOMC voter Mary Daly expressed more confidence

LULA CLAWS BACK A SHARE OF THE BUDGET

Brazil’s Supreme Court (STF) has handed the executive branch another win in the latter’s attempt to regainmore control over the federal budget. The latest ruling relates to the so-called “PIX amendments”, which refer to