海外研报

The VIEW Asia's Bond Markets

This month's Overview is a primer on Panda bonds, RMB-denominated bonds issued byoffshore entities in China's domestic market. Gross issuance rose 82% in 2023 to a recordRMB154bn, and 2024 is on course to be another big year, We explore

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

AI will transform financial analysis, giving tech-savvy investors an edge

SummaryInstitutional investors are increasingly leveraging artificial intelligence1 (AI) to enhance their

US--Highly anticipated jobs report offers no definitive signal for September FOMC

The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.

Commodity Special

As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment

Rabo 2,750 beeps

The market is waiting for the Fed to cut rates today for the first time in years: the economistBloomberg survey expects 25bps; markets are split between pricing 25bps and 50bps, with the

GS--mplications of dovish Fed for Asian FX and rates markets

1. Implications of a US soft landing outlook for Asian FX markets. The Fed’s50bps cut earlier this week appears to have calmed market fears of a US recession.

GS--Commerzbank AG (CBKG.DE): Announces leadership change

Commerzbank today (24 Sep) announced that its current CFO, Bettina Orlopp, willsucceed Manfred Knof as CEO. The Supervisory Board aims for the transition in the

MS Tariffs - Global Economic and Strategy Implications

Tariffs: Global Economic and Strategy Implications

SocGen - Market Wrap-up - Tail risks getting worse

Credit spreads still have room to rally, credit fundamentals remain robust and there