海外研报
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The Structured Credit Trader No end to amend and extend
n Despite the rally across spread products, Freddie Ksenior tranches have lagged and now appear cheap vs.
海外研报
2024年08月23日
We need it like a Jackson Hole in the headGlobal Daily
Unlike the key BLS revisions to April 2023-March 2024 payrolls estimates, at -818K the largest drop since the Global Financial Crisis, today’s Global Daily was released at the same time to all -
海外研报
2024年08月23日
Reasons behind global stock market plunge, implications of strong dollar for US election
Global stock markets fell sharply at the beginning of August, with Japanese stocks experiencing the steepest drop. Although I was not among those who were able to
海外研报
2024年08月24日
US: POST-ELECTION ENERGY CONUNDRUM
Whether Trump or Harris, the next President faces an uphill battle in unlocking new energy supplies, especially if the focus is on cutting inflation
海外研报
2024年08月24日
AI: four scenarios-Special
Summary The economic implications of the AI revolution are uncertain. It may take a decade or two
海外研报
2024年08月24日
Barbell IG Position Provides Moderate Yield Pickup
With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market
海外研报
2024年08月24日
Asia Macro Weekly
Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the
海外研报
2024年08月24日
