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GS Crypto: Distracted market reaction to US spot ETH ETFs trading debut
Bank of Japan (BOJ) intervention following a softer US CPI on 11th July, was the first time the government was selling into USD weakness (typically the BOJ have
海外研报
2024年07月29日
A few keypieces from GS Sales, Trading, Strategy and Research. Full piece links below or attached.
Waiting to re-engage in USDJPY longs (Mike Cahill) - While we think USD/JPY can probably continue to move back to the 150 level and would
海外研报
2024年07月29日
Global Rates Trader Growth Gains the Upper Hand
Recent moves in the front-end of G10 curves reflect a return to growth as the keyfocus for markets. The earlier part of the year was about inflation progress (or thelack thereof),
海外研报
2024年07月29日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
海外研报
2024年07月29日
Key week ahead of FX markets
FX View: The low in USD/JPY yesterday brought the drop from the high on 3rd July to ten big figures and in our view could well be a sign of a turning point in USD/JPY.
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2024年07月29日
Fed set to hold again in July, but inching closer to cuts
A huge week lies ahead, with the July FOMC meeting on Wednesday followed in quick succession by the July employment report on Friday.
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2024年07月29日
Europe Weekly Focus
The BoE remains deeply divided over the persistence of inflationary pressures. Various comments at the last meeting seemed to open the door to
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2024年07月29日
Next week...this week
The week ahead is centered around key central bank decisions from the Fed, theBoJ and the BoE.All eyes will be on the Fed on Wednesday given the recent inflation progress in theUS.OurUS economists expect the central
海外研报
2024年07月29日
A major rotation is underway in global equities
The surprisingly soft US June CPI print has triggered a price surge in highly-levered and beaten-up global small-cap stocks relative to their large-cap counterparts. In our view, this
海外研报
2024年07月29日
BoJ seen forgoing July rate hike to ensure trouble-free start to QT
We expect the BoJ will leave its guidance target for the uncollateralized overnight call rate on hold at “around 0% to 0.1%” at the July 30-31 Policy Board meeting,
海外研报
2024年07月29日
