海外研报

Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?

A number of recent media analyses have suggested that the ruling coalition between the

Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account

preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration

POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions

JPM_G10FX_20241023

Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced

Market moves continue to follow the drift towards Trump in the betting odds

US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,

GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee

Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent

GS--South Africa: Inflation Moderates in September, In Line with Expectations

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation

GS--South Africa: Inflation Moderates in September, In Line with Expectations02

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation

The Real Risk Is Japan

Japan’s real policy interest rate differential versus the US stands at an unprecedented

The USD and the US election: the 4% rule

 Polls remain very close ahead of the US presidential election, making it