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Positioning across emerging markets following the recent market volatility

Macro focus: The deterioration in market sentiment over the past few weeks caused an aggressive sell-off in risk assets following a recalibration of growth
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The VIEW Asia's Bond Markets

This month's Overview is a primer on Panda bonds, RMB-denominated bonds issued byoffshore entities in China's domestic market. Gross issuance rose 82% in 2023 to a recordRMB154bn, and 2024 is on course to be another big year, We explore
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Global Rates ldeas

Reiterate UST 5Y-2Y flattenerPage 3A rapid repricing of Fed easing expectations has resulted in substantial steepeningbeing priced into the Treasury curve; we think this presents a near-term opportunityto further harvest carry and reiterate our tactical
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Indonesia: BI to Focus on IDR Strength in Q3, Sees Room to Cut in Q4

Bank Indonesia (BI) kept its policy rate unchanged at 6.25%. The deposit and lendingfacility rates were also kept at 5.50% and 7.00%, respectively. Today’s decision was
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Global Macro Insight

Data releases over the past month have underscored our expectation that the FOMC will start to reduce policy restriction from September (-25bp).
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July FOMC minutes highlightedlabor market risks

The minutes to the July 30-31 FOMC meeting (which occurred just before therelease ofthe weak Julylaborreport)skewed dovish and showeda committee morefocused on labor market risks than the possibility of a renewed jump in inflationeven if
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Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
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Our Top Stock Picks - North America Research

A Summer of Uncertainty. This summer has been characterized by macro uncertainty with data surprising to both the downside and upside. The market has
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On the border, Nietzsche--Global Daily

Market comments“Cruisin' down the center of a two-way street; Wonderin' who is really in the driver's seat
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Summer revision courses: Monetary Framework

Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
海外研报