海外研报
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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
2024年08月07日
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
2024年08月07日
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
2024年08月07日
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
2024年08月07日
US Equity Views Reflections on the recent selloff
The S&P 500 index has declined by 6% during the past three days as investorconcerns about the durability of US economic growth have pervaded financial
海外研报
2024年08月07日
VIX spike: ETP effect declines following an 8 point move in VIX futures
Large declines in global equity indexes over the past few days have led to anincrease in equity volatility and options prices. During normal market volatility, there
海外研报
2024年08月07日
