海外研报

"Front républicain" prevents RN majority. What's next?

The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)

"Front républicain" prevents RN majority. What's next?

The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)

Mizuho China Weekly Outlook

Last week, the PBoC signaled its intention to borrow central government bills (CGBs) to calm the rate rally onshore if needed. This announcement followed investors’ dismissal of the PBoC’s warning in May about

PBOC shifting to short-term rates

Markets seemed calmer and took the French Election results in their stride, even asit’s unclear which coalition in France if any can be mustered to form a government.

Weakened consensus on monetary policy

Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.

BA pleads guilty to criminal fraud. How could this affect BDS in the future?

On July 8, 2024, it was reported that Boeing (BA) has agreed to plead guilty to criminal fraud tied to the 2018 and 2019 fatal MAX crashes. Following the 737 MAX, Boeing