海外研报
筛选
FX --View Foreigners are piling into US assets again
Unravelling the yen carry trade and the start of Fed easing ought to deliver a weaker dollar and less unbalanced globaleconomy, but investors are already buying the dip!
海外研报
2024年10月11日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
CommerzBank--Stocks rebounded
Our model for PBoC's USD-CNY mid-point fix for today, 9 October 2024, is 7.0559 vs themid-point of 7.0709 on 8 October 2024.
海外研报
2024年10月11日
FX--USD: minutes late
Sentiment was mixed during the Asian session. While dovish Fedspeak wassupportive, rising investor concern about China’s growth weighed on sentiment.
海外研报
2024年10月11日
GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season
One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day
海外研报
2024年10月11日
Interest Rates Daily--Wins & losses
Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing
海外研报
2024年10月11日
A year on--Global Daily
srael today marks the first anniversary of the brutal attack by Hamas. Around 1,200 people
海外研报
2024年10月11日
Asia --FX Outlook Q4 2024 - Ride with the tide01
This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报
2024年10月11日
Asia FX Weekly - Mideast tensions and nonfarm payroll take centre stage
Market sentiment has quickly turned sour on Asian currencies amid rising
海外研报
2024年10月11日
