海外研报
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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
海外研报
2024年08月22日
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
海外研报
2024年08月29日
AI will transform financial analysis, giving tech-savvy investors an edge
SummaryInstitutional investors are increasingly leveraging artificial intelligence1 (AI) to enhance their
海外研报
2024年09月05日
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.
海外研报
2024年09月10日
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
海外研报
2024年09月13日
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
海外研报
2024年09月19日
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.
海外研报
2024年09月23日
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
海外研报
2024年09月27日
MS Tariffs - Global Economic and Strategy Implications
Tariffs: Global Economic and Strategy Implications
海外研报
2024年10月01日
SocGen - Market Wrap-up - Tail risks getting worse
Credit spreads still have room to rally, credit fundamentals remain robust and there
海外研报
2024年10月08日