海外研报
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Outlook for BoJ's "detailed plan" and likelihood of July rate hike
On July 9-10, the Bank of Japan held meetings of the Bond Market Group to gather market opinions on its "detailed plan" for reducing bond purchases, set to be
海外研报
2024年07月19日
ChinaPulse: Q2’s 4.7%yoy growth shows the need for government to step up policy support
growth rate in the same period implied a -0.7%yoy GDP deflator for Q2. The growth deceleration was largely due to weakened support from service industry,
海外研报
2024年07月19日
Global Commodities What a Trump presidency could mean for commodities
Arguably the most important delta for physical commodity markets coming from a Trump Presidency—a proposed implementation of major tariffs on US imports —wouldn’t come for
海外研报
2024年07月19日
ECB—Holds Rate and Emphasises Data-Dependence
BOTTOM LINE: The Governing Council left all policy parameters and the formalguidance unchanged, as widely expected. During the press conference, President
海外研报
2024年07月19日
Global Macro Insight 17 July 2024
Door opening to Fed rate cuts, September eyed• The door is opening for the Fed to begin cutting rates soon, which we expect to start in September (25bp). Q2 inflation data indicate disinflation
海外研报
2024年07月19日
The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报
2024年07月19日
The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year. n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报
2024年07月19日
Global Rates Notes: Sufficient Liquidity, Constrained Capacity
n Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics. n A range of factors point to pressure arising from constraints on capacity to
海外研报
2024年07月19日
Global Rates Trader Front-end tipping point
Stars align for Fed cuts, tailwind for G10 front-end flatteners. Six months agothe US rates market embedded nearly 175bp of cuts for the year and the prospect of
海外研报
2024年07月19日
GS DOT budget tracker points to slowing state infrastructure spending plans in 2026+
As part of our GS US Infrastructure toolkit, we conducted our annual update ofall 50 US state transportation budgets, which revealed:
海外研报
2024年07月19日
