海外研报
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Where will $6tn in money markets flow as the Fed cuts?
Fed rate cuts will usher in a regime shift in short dated fixed income allocationsFor much of H124 we have recommended credit allocations to the front end of the 7
海外研报
2024年07月31日
Interest Rates Daily
With UK elections passed, and a Labour government which is trying to project an image of being spendthrift, markets have 14bp of cuts being priced into this week’s
海外研报
2024年07月31日
USA: Job Openings Above Expectations; Consumer Confidence In Line with Expectations
BOTTOM LINE: Job openings declined in June from an upwardly-revised level inMay, above consensus expectations for a larger decline. After incorporating today’s
海外研报
2024年07月31日
July Flashlight for the FOMC Blackout Period Rate Cuts Coming Into View
Congress has given the Federal Reserve a dual mandate of "maximum employment" and "price stability." With inflation surging to a 40-year high in 2022, the FOMC largely
海外研报
2024年07月31日
BANK OF JAPAN (FINALLY) GETS BOLDER
Today, the Bank decided (by a 7-2 majority vote) to raise the overnight call rate by 15bps to 0.25% and(unanimously) to roughly halve its monthly JGB purchases to around 3 trillion yen by 2026 Q1 via cuts of “about
海外研报
2024年08月01日
EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS
July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive
海外研报
2024年08月01日
WAGES, DOLLARS AND CRYPTOS
As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –
海外研报
2024年08月01日
