海外研报
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Japan: macro fair value of the Nikkei index
The Nikkei Index can be estimated using nominal GDP (JPY trn), net domestic fund demand (corporate savings rate + fiscal balance, % GDP,
海外研报
2024年08月23日
Employment revisions – Smaller objects in rearview mirror
◼ Job growth was not as strong as previously thought between April 2023 and March 2024, but the preliminary benchmark revisions don't alter the contours of our near-term forecast for the labor
海外研报
2024年08月23日
The BoJ is now likely to front-load policy normalisation
◼ We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the hawkish forward guidance at the July meeting. We previously projected the
海外研报
2024年08月23日
Foldable, AI server and satellite early-stage product cycles – initiate SZS, Chenbro, WNC at Buy
We further expand our coverage into 3 areas where we are positive and see the product cycle at an early stage: SZS(foldable), Chenbro (AI server), and WNC (satellite) are well positioned with leading technologies and customer bases. In
海外研报
2024年08月23日
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
