海外研报
筛选
Some relief, however the risks still remain
The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报
2024年08月10日
How Deep Will The Recession Be?
According to BCA Research's Global investment Strategy service, the next US recession will not beparticularly deep. However, our colleagues do not buy that structural imbalances are so slight that the USeconomy will avert a downturn
海外研报
2024年08月12日
ISM Services PMl At Odds With ManufacturingCounterpart
The lSM services PMl surprised positively in july. The headline index expanded 2.6 ppts to 51.4, reversingMay's fastest pace of contraction in four years.
海外研报
2024年08月12日
Cross-Asset Weekly
The financial market turbulences this week have highlighted that (1) macro risks are shifting from inflation to growth, (2) carry trades are vulnerable to sharp reversals in late cycle ear.
海外研报
2024年08月12日
Global Rates ldeas EM & DM
We highlight opportunities for tactical flattening carry tradesin the US and Türkiye
海外研报
2024年08月12日
