海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

INTERNATIONAL MARKET INTELLIGENCE: JULY 2024 RECAP

In July, the US market narrative was choppy. “Growth without inflatlon" prevailed but "HardLanding" concerns started to emerge in the last week of Jjuly following JOLTs, ciaims and
海外研报

Nomura Quant Insights

US equities: CTAs and volatility control funds behind the curve in getting outThe latest (and much-watched) US jobs report brought a disappointment. The announced
海外研报

Strategy Trade

RationaleOur short GBP/JPY has traded above our dynamic trailing stop at 185.80. As such, we take profit on the original trade (opened at 199.50 on 24 July) with a gain of 6.9%. We still
海外研报

USD/JPY: We lower our near-term forecast

cut rates substantially / Will Japanese investors accelerate JPY appreciation?USD/JPY corrected to the 142-143 range for a while today, apparently reflecting the
海外研报

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报

The big carry unwind is underway

The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报

FX View The big carry unwind is underway

The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
海外研报

TECHNICAL ANALYSIS

2y UST has staged a relentless downtrend after break below multi-month trend line with a gap. Daily MACD is now within deep
海外研报

This material should be regarded as a marketing communication

After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets
海外研报

Taiwan: July Inflation Inches Up on Food Prices, As Expected

Bottom line:Taiwan’s headline CPI moved up for the third month to 2.5% yoy in July from 2.4%the previous month. The outcome was in line with Bloomberg consensus but below
海外研报