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The Macro Blog - Yen -A better Bank of Japan timing?
Last week's intraday price action in the USD/JPY suggests that the Bank of Japan may have intervened in the FX market onceagain to counteract yen weakness. While it is too early to determine the ultimate impact, the current market conditions
海外研报
2024年07月23日
Can Trump depreciate the USD?
Careful what you wish for, ‘cause you might get it in heapsThe most often asked question we encountered last week was whether a weak USD
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2024年07月23日
Authorities Reach Agreement on External Debt Restructuring with Bondholders
Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
海外研报
2024年07月23日
Endorses Vice President Harris; Democrats’ Odds of Winning the White House Edge Up Slightly
BOTTOM LINE: President Joe Biden exited the 2024 presidential race today (July21) and endorsed Vice President Kamala Harris. Harris’ prediction market-implied
海外研报
2024年07月23日
USD: feeling green
The USD outlook has taken a turn for the worse of late on the back of: (1) growing market expectation that the Fed easing cycle could start as
海外研报
2024年07月23日
Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月24日
