海外研报

Tarrific Analysis--Market Comments

When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said

The USD looks overvalued vs G10 but not enough to trigger any sell signals

The FAST FX model continues to sit out FX markets and has triggered

US_Presidential_Election_policies_polls_and_insights_III

Most Americans believe immigration is a top policy issue,

GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20

China and US set to drive revival in global demand. The combined impact of China’s new

BoJ expected to leave rates on hold while noting increased confidence in its outlook

The BoJ will hold a Monetary Policy Meeting on October 30-31 and release the

CAD_ how different_

The USD has been able to hold onto its gains so far this week as the currency remains

Weekly HF Highlights:

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro