海外研报
筛选
Weekly commentary
• Recent extreme market volatility shows the impact of sudden sentiment shifts
海外研报
2024年08月14日
BONDS ARE BACK BUT DON’T GET TOO EXCITED
The RBNZ has commenced its easing cycle today and massively revised downwards its projections for the official cash rate, in a dovish surprise for duration globally. The global easing
海外研报
2024年08月15日
Americas Construction: Building Products Home Depot F2Q24 Read-Throughs
Consumer Pullback Weighs on Home Improvement Demand: Home Depot(covered by Kate McShane) reported F2Q US comps down 3.6% YOY, vs -2.0% in
海外研报
2024年08月15日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.5% today. Indonesia and Korea markets outperformed,while China and Hong Kong markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年08月15日
Australian Economic Insight
Australian Economic Outlook: revised forecasts Our broad outlook remains that real household disposable incomes will get a
海外研报
2024年08月15日
Our forecast for BoJ's next hike frontloaded to January
We frontload our call for the next hike to Jan (from Apr) with arisk of an earlier move in Dec. Labor cost pass-through to
海外研报
2024年08月15日
Yen Carry And AI Bubble: One And The Same Trade
The analysis of price complexity strongly suggests that the ‘yen carry trade’ and the AI bubble are one and the same trade, premised on three conditions:
海外研报
2024年08月15日
