海外研报
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BOJ, FED, FUEL SURGE IN EM FX VOLATILITY
Fed and BoJ meetings have further raised EM FX volatility. Last week’s FOMC meeting was widely interpreted as confirming the market expectation that the funds rate will be cut in
海外研报
2024年08月06日
Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow
This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
海外研报
2024年08月07日
Global: GS Economic Indicators Update: Financial Conditions Tighten Sharply in Japan
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found on
海外研报
2024年08月07日
Correction dissection - US growth concerns and carry trade unwinds drive sharp
Following the large equity drawdowns and sharp ‘risk off’ shifts across assetsglobally in the past few days, we publish a short cross-asset update. We
海外研报
2024年08月07日
Cross Asset StrategyWhere is the bottom?
Have we seen the worst of it? We rewiew the history of bottaming signals,which suggest there is rnore pain to come.
海外研报
2024年08月07日
Is Gold A Good Place To Hide?
Despite the recent market rout, gold's performance has maintained its leadership position. Global equities arup 7.5% in 2024YTD, global bonds are up 2.6% over the same period while gold prices have rallied by a soli17%. Given our high conviction
海外研报
2024年08月12日
Month-In-Review: Where Next For BondYields And The Dollar?
The dollar is a buy over the nextsix to 12 months, but a sell over athree-year horizon.The yen has all the catalystsrequired to rally.
海外研报
2024年08月12日
