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An unlikely source of mid-weekvolatility
Financial markets had a volatile day on Wednesday, with Treasuries performingpoorly. There were various factors to point to for the volatility(weak Eurozone PMlsdovish Dudleyarticle, soft5yauction), butoneunlikely source ofthis volatility mighthave
海外研报
2024年07月30日
Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月10日
Europe Non Research Other
Not that much to add to yesterday's piece really, enough to make things murky for markets going forward (recession riskiniddleEastUkraine incursion'US politics) that after the huge deleveraging episode post payrols daspite the swift
海外研报
2024年08月14日
What factors can investors consider when fixedterm deposits expire in today's choppy markets?
• Fixed-term deposits (FTDs) offer investors a yield—often in excess of prevailing market rates—in
海外研报
2024年08月29日
JULY INCOME DATA UNDERSCORE FED'S DILEMMA -- MARKET OVERPLAYING PACE OF CUTS
Somehow or another, despite 800,000 fewer on the payrolls than originally reported, the economy starts Q2 on adecided upbeat. The July personal income data do, however, point up a more important issue for the Fed to balance
海外研报
2024年09月02日
SocGen - Week Ahead in Economics - Should the ECB worry about growth.
The outcome of the ECB meeting on Thursday is an easy call: another 25bp rate cut. But ECB members will have to weigh a tricky outlook featuring sticky wages and services inflation
海外研报
2024年09月10日
UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916
EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland
海外研报
2024年09月23日
