海外研报

USD: Trump vs Powell vs Trump

Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,

Commodity mid-year 2024 outlook

Global commodities: With global economic growth cooling (not collapsing), we believe the leg lower on commodities since mid-May is only temporary. To put this