海外研报
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Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月26日
BoJ downplaying structural deflationary pressures of excess corporate savings
The BoJ is constructing its inflation forecasts mainly on upward pressure on wages from labour shortages due to the aging of the
海外研报
2024年08月26日
U.S. Desk Strategy CB Views: Jackson Hole Recap
With the clock ticking, the time has come for Fed cuts Powell said “The time has come for policy to adjust” (towards lower rates)…
海外研报
2024年08月26日
Daily and weekly indicators for the US economy
What are daily and weekly indicators telling us about the US economy?Daily data:
海外研报
2024年08月26日
Europe Weekly Kickstart Summer data-only update
Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
海外研报
2024年08月26日
Global FX Trader Counting Down to Cuts
USD: Cut but don’t run. The time for cuts has come, and FX markets clearlysee that as a time to short the Dollar. It is understandable because the Dollar
海外研报
2024年08月26日
Global Rates Trader Pivot in Place
A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing
海外研报
2024年08月26日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH) FOR INSTITUTIONAL CLIENT USE ONLY
Are investors navigating by the stars under clear skies? This year’s equity market trading has largely been characterized by much fortitude as many have
海外研报
2024年08月26日
