海外研报
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FX View The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报
2024年08月07日
Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月10日
UBS--Get Ready – for interest rates, elections, and volatility
he US presidential election and tensions in the Middle East can lead to
海外研报
2024年09月29日
UBS--USDCNY: Driven by hope and flows, but US election remains a risk
We cut our USDCNY target to 7.2 (from 7.3) for December 2024,
海外研报
2024年10月01日
GS--China A-shares_ 3 thematic trends_ SPE in Semis
We are positive on China A-shares under coverage, and identify three thematictrends:
海外研报
2024年10月02日
GS--Week 39 Wrap - A new wave of easing; Transactions surged
Key highlights for the week:
海外研报
2024年10月02日
MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007
We upgrade cyclicals to OW vs. defensives following Friday's
海外研报
2024年10月11日
