海外研报
筛选
MONETARY POLICY MATTERS, BUT GROWTH MATTERS MORE
Macro Drivers: Despite the soft payroll numbers, a US recession remains unlikely ◼ Multi Asset: Fed cuts are only good for risk assets when a recession does not follow
海外研报
2024年08月12日
Yen Carry And AI Bubble: One And The Same Trade
The analysis of price complexity strongly suggests that the ‘yen carry trade’ and the AI bubble are one and the same trade, premised on three conditions:
海外研报
2024年08月15日
Volatility fire sale over with commodities wellpositioned for Fed rate cuts next month
Global commodities: Navigating commodities in micro and macro cross-currents juxtaposed against thin summer liquidity has been the key theme over recent weeks.
海外研报
2024年08月23日
Global Economics Weekly Key Global Data
A summary of forthcoming data releases and market-moving
海外研报
2024年08月27日
