海外研报

Machine Learning Based Trade Recommendations

The CARV model continues the short vol bias in Fixed Income and Credit,while shifting to a long vol bias for most Commodities, led by WTl andprecious metals. In Equities, NlFTY had

2024 Mid-Year Global Economic Outlook

H24 outcomes have aligned with our top-down views. Global growth hascooled to a still solid 2.4%ar and is less dependent on a US demand engineNotably, the Western Europe recovery

2024 Mid-year outlook

We expect Treasury yields to remain rangebound through the summer, with a declinefrom current levels expected later this year only once the Fed begins easingYields tend to

Employment Report Preview: Slower job growth

June payrolls slow to 210k because of softening demand for and supply of labor. We forecast no change in the unemployment rate at 4.0%; if weaker demand dominates, unemployment

Asia Macro Weekly