海外研报

US_Presidential_Election_policies_polls_and_insights_III

Most Americans believe immigration is a top policy issue,

GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20

China and US set to drive revival in global demand. The combined impact of China’s new

BoJ expected to leave rates on hold while noting increased confidence in its outlook

The BoJ will hold a Monetary Policy Meeting on October 30-31 and release the

CAD_ how different_

The USD has been able to hold onto its gains so far this week as the currency remains

Weekly HF Highlights:

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?

A number of recent media analyses have suggested that the ruling coalition between the

Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account