海外研报
筛选
Global Fixed incomeWeekly
Similarly to USD, front-end HICPxT pricing is broadly in line with our economistsforecasts on the 1y with some slight upside over the coming months. 10y HICPcurrentlytrades slightly cheap compared to our macro model (~10bps). The 5s10sHlCP curve
海外研报
2024年07月30日
BANK OF ENGLAND TAKES A SMALL LEAP OF FAITH
The MPC has delivered a 25bp reduction that takes Bank Rate to 5% in what is essentially an “insurance” cut.As mentioned in the minutes, “it is now appropriate to reduce slightly the degree of policy restrictiveness" while
海外研报
2024年08月02日
Some relief, however the risks still remain
The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报
2024年08月10日
The Weekly Worldview: Rising Central Bank Action
If life were a Greek tragedy, we would call it foreshadowing. In reality, it was an unfortunate coincidence. The BoJ’s website temporarily went down when the policy
海外研报
2024年08月14日
Our monthly insights into private markets – July/August 2024
Commercial real estate markets are in a funny kind of limbo. During the first quarter, the number of deals under offer that failed to close spiked in Europe and
海外研报
2024年08月29日
Australia: CoreLogic House Prices: +0.5% increase in August
Bottom line: Australian capital-city dwelling prices increased +0.5%mom(+7.1%yoy) in August, with ongoing firm growth across Perth (+2.0%mom) and
海外研报
2024年09月02日
