海外研报

Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?

A number of recent media analyses have suggested that the ruling coalition between the

Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account

preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration

POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions

Market moves continue to follow the drift towards Trump in the betting odds

US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,

The USD and the US election: the 4% rule

 Polls remain very close ahead of the US presidential election, making it

GS--Phone net additions above the Street, with a slight uptick to guidance

Key stock takeaways: We expect the stock to move modestly higher following

GS--USA: Existing Home Sales Slightly Below Expectations

BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in

“When the minds change…”: new scenario

As we wrote in February, this famous quote, attributed to John Maynard