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LONG CARRY, SHORT TREND
Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual
海外研报
2024年08月29日
Can the PBoC achieve its conflicting goals this time?
Credit growth hindered by weak fundamentalsChina’s credit growth for July fell significantly short of expectations, with new loans increasing by merely RMB260b,
海外研报
2024年08月29日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Taiwan and Malaysia markets outperformed, whileChina and Hong Kong markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月29日
Quick Reaction Australia
Annual inflation fell to 3.5% y/y in July according to the monthly CPI indicator, down from the recent peak of 4.0% y/y in May. During the month, prices were
海外研报
2024年08月29日
Divided shores
Supply risks in Libya have come to the fore but marketparticipants seem sanguine. Notwithstanding elevated
海外研报
2024年08月29日
Trading Catalysts NVDA earnings, an underpriced risk
Economics: The time has comeAt Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powell
海外研报
2024年08月29日
Global Rates & FX Watch Estimating August FX rebalancing needs
Macro portfolio estimates: out of EUR and into USDWe estimate FX rebalancing needs based on a conventional 60/40 portfolio of global .
海外研报
2024年08月29日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR
海外研报
2024年08月29日
