海外研报
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FX Watch Where to fade the JPY rally
Cross-JPY pairs have been in secular uptrends since the start of the current rate cycle in 2021, and drawdowns to 100d SMA have been common. On average, major G10/JPY
海外研报
2024年07月31日
Opportunities in NJA local markets after overshoot
1. Wild price action in Asian local markets post US July employment report.Markets have experienced a sharp de-risking and unwind of carry trades (particularly
海外研报
2024年08月08日
Next week...this week
The JulyCPl reportin theUSdueWednesdaywillbe amongthekeyreleasesfornextweek ahead of the Fed's Jackson Hole symposium on August 22-24. Our USeconomistsexpectboth headlineandcore torise +0.20%MoMvs-0.1%and +0.1%MoM pace
海外研报
2024年08月12日
MercadoLibre (MELI US)-Buy: More levers to pull; raise TP
◆ Gaining share with GMV (FX-neutral) growth of 83% y-o-y; commerce take rate expands 120bp y-o-y
海外研报
2024年08月15日
Cross-Asset Weekly
Investors are eagerly waiting for Jay Powell’s speech at Jackson Hole where he is expectedto give his nod to a first Fed rate cut in September. While he will probably confirm that the
海外研报
2024年08月27日
Spanish Headline Inflation Surprises Slightly to the Downside
BOTTOM LINE: Spanish flash headline HICP inflation was 2.4%yoy in August, belowconsensus expectations, while core CPI inflation decreased one-tenth of a
海外研报
2024年08月30日
The Importance of Asset Allocation
Asset Allocation is key▪ Diversification, described as "the only free lunch in investing", aims to reduce overall portfolio risk by allocating investments across asset
海外研报
2024年09月03日
