海外研报

JPM_EMFX_20241024

SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not

Japan, the Elections and the BOJ

USD/JPY runs the risk of trading at 155 again as the BOJ backs away from the

Michael Every - Early Voters Favouring Trump

The partial data from US early voting underway trumps opinion polls given this is what

Must Read - A Nuclear Renaissance for SMRs

Key TakeawaysFollowing several high profile nuclear power announcements involving large tech

Nobody Actually Directly Reads Anything

More US opinion polls are out: a mixed bunch but including a Wall Street Journal Trump +2,

SocGen - FX View - Two weeks of intense uncertainty lie ahead!

The dollar is down against all the other G10 currencies this morning (marginally, in some

SocGen - Market Wrap-up - Heading towards €800bn

The earnings season is picking up, and while it is still relatively early days, the results so

The USD and the US election_ the 4 rule

Polls remain very close ahead of the US presidential election, making it

WK20241023--WEEKLY FLOWS & HOLDINGS

iFlow Mood shows the market is in risk-on mode. iFlow Carry is negative while iFlow