海外研报

Fixed Income Special European futures rollover outlook Sep-24/Dec-24

The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27

If the plan is to sell dollar rallies, it isn’t working

Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, EUR/USD, GBP/USD, USD/JPY, AUD/USD, EUR/HUF, USD/BRL, Brent

GS Supply Chain Congestion Scale

Our weekly bottleneck scaleremained unchanged at ‘2’ this week,but the absolute level of our

USA: Core Durable Goods Orders Roughly in Line With Expectations

BOTTOM LINE: Durable goods orders increased 9.9% in July, above expectationsand reflecting a large increase in new aircraft orders. Core capital goods orders

LONG CARRY, SHORT TREND

Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual

Can the PBoC achieve its conflicting goals this time?

Credit growth hindered by weak fundamentalsChina’s credit growth for July fell significantly short of expectations, with new loans increasing by merely RMB260b,