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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
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2024年07月31日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 1.8% today. Taiwan and Philippines markets outperformed,while Australia and Malaysia markets underperformed. Within MXAPJ sectors, Info
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2024年08月08日
Treasury Curve: Own 2 -Year/10-Year Curve Steepeners
According to BCA Research's US Bond Strategy service, Friday's employment report caused financiamarkets to price-in some .
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2024年08月12日
BofA Securities Equity Client Flow Trends Buying the dip
• Big inflows week: Last week, during which the S&P 500 was essentially flat, BofA Securities clients were net buyers of US equities (+$5.8B) for the first time in five
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2024年08月15日
Korea: BOK signals conditions for easing
The Bank of Korea kept its base rate unchanged at 3.50% on 22 August as widely expected. We saw the BOK’s stance as somewhat dovish as the central bank
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2024年08月23日
Reiterate Buy rating (on Conviction List) on Potential
We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
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2024年08月27日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy Rating
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2024年08月30日
August 2024 Performance Review
August was an incredibly tumultuous month in financial markets, with the VIX index of volatility briefly spiking to levels last seen in March 2020 during the Covid-
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2024年09月03日
CitiFX Wire | Linear Trading
The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For
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2024年09月06日
JLF--Repatriation worries refuted with record monthly net buying of LT overseas bonds
Since the July payrolls report, Japanese investors have bought significant amounts of overseas long-term bonds. Indeed, according to the MoF International Transactions in Securities data, August net purchases
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2024年09月11日
