海外研报
筛选
If the plan is to sell dollar rallies, it isn’t working
Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity
海外研报
2024年08月28日
TECHNICAL ANALYSIS
2y UST, 10y UST, 10y Bund, Canada 10y, EUR/USD, GBP/USD, USD/JPY, AUD/USD, EUR/HUF, USD/BRL, Brent
海外研报
2024年08月28日
GS Supply Chain Congestion Scale
Our weekly bottleneck scaleremained unchanged at ‘2’ this week,but the absolute level of our
海外研报
2024年08月28日
USA: Core Durable Goods Orders Roughly in Line With Expectations
BOTTOM LINE: Durable goods orders increased 9.9% in July, above expectationsand reflecting a large increase in new aircraft orders. Core capital goods orders
海外研报
2024年08月28日
LONG CARRY, SHORT TREND
Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual
海外研报
2024年08月29日
