海外研报
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BoJ to hike amid escalating inflation pressures
Recent inflation data should support Bank of Japan (BoJ) Policy Board members’ view that inflation is on track for 2% sustained growth.
海外研报
2024年07月30日
Market Intelligence: US Morning Update
Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of
海外研报
2024年08月10日
The Global Point Tuesday, 13 August 2024
We project the 2025E memory market to be better than feared. Despite market concerns on potential memory oversupply in 2025E, and following the memory
海外研报
2024年08月14日
GBP: the biggest G10 long again; NOK and CAD: the biggest shorts
At present, the G10 FX PIX 2.0 signals that NOK and NZD are oversold while the JPY and CHF are overbought. We have temporarily suspended
海外研报
2024年08月29日
SocGen - Credit Strategy Weekly - A tricky start to the month
Equity market woes and concerns over the economy hit risky assets, but credit holds itsground The credit markets faced another bout of volatility and weakness at the start of the
海外研报
2024年09月10日
MS_September 20
While the BoJ keeps rates on hold as expected, the press conference leans dovish as BoJ Governor Ueda says there is “room to spend
海外研报
2024年09月23日
GS--Riksbank — 25bp Cut and Dovish Guidance as Expected; We Stick to Sequential 25bp Cuts
BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to3.25% today, in line with our and consensus expectations. The press release
海外研报
2024年09月27日
UBS--The next surprise?
In the first three quarters, including the month of September, market
海外研报
2024年10月01日
