海外研报

Supply and Cash Flow Monitors

 EUR22.5bn gross supply and EUR0.9bn net supply on the back of bigBTP redemptions and Bunds coupons. On offer new 10Y Bund, Green Bunds tap, LT OAT, SPGB (new 7Y) /

What is needed for Japanese stocks to regain momentum?

Japanese stocks saw strong gains in 1Q, but their performance has been lacklusterin 2Q. As numerous positive developments had been priced in during 1Q, there hasbeen a lack of new catalysts to lift share prices in 2Q. In addition, forex volatility,

US Macro Weekly--Jobs report in the spotlight

Week ahead A busy week will be highlighted by the June employment report, releasedfollowing a mid-week break for the July 4th holiday. Also on deck areboth ISMs, JOLTS job openings, and the minutes from the June FOMC,

US Week Ahead: July 1 – July 7

The key economic data releases this week are the ISM manufacturing index onMonday, the JOLTS job openings report on Tuesday, and the employment report onFriday. The minutes from the June FOMC meeting will be released on Wednesday.