海外研报
筛选
Never (OK, rarely) short a dull market
Two studies, one conclusionThe challenge with studies on prolonged stretches like the chart on page 1 is that
海外研报
2024年07月09日
"Front républicain" prevents RN majority. What's next?
The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
海外研报
2024年07月09日
"Front républicain" prevents RN majority. What's next?
The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
海外研报
2024年07月10日
Mizuho China Weekly Outlook
Last week, the PBoC signaled its intention to borrow central government bills (CGBs) to calm the rate rally onshore if needed. This announcement followed investors’ dismissal of the PBoC’s warning in May about
海外研报
2024年07月10日
PBOC shifting to short-term rates
Markets seemed calmer and took the French Election results in their stride, even asit’s unclear which coalition in France if any can be mustered to form a government.
海外研报
2024年07月10日
Weakened consensus on monetary policy
Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.
海外研报
2024年07月10日
