海外研报

TECHNICAL ANALYSIS

2y UST has staged a relentless downtrend after break below multi-month trend line with a gap. Daily MACD is now within deep

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After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets

Taiwan: July Inflation Inches Up on Food Prices, As Expected

Bottom line:Taiwan’s headline CPI moved up for the third month to 2.5% yoy in July from 2.4%the previous month. The outcome was in line with Bloomberg consensus but below

US Equity Views Reflections on the recent selloff

The S&P 500 index has declined by 6% during the past three days as investorconcerns about the durability of US economic growth have pervaded financial

VIX spike: ETP effect declines following an 8 point move in VIX futures

Large declines in global equity indexes over the past few days have led to anincrease in equity volatility and options prices. During normal market volatility, there

ROTATION, RESET OR BOTH?

The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of