海外研报
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What we learned at our 2024 SMID Cap Conference
Top takeaways from our virtual SMID conference (8/6-8/7)This week we hosted management of 11 SMID cap corporates for fireside video chats
海外研报
2024年08月10日
There’s No Place Like Home: close-out and home repatriation of Yen-funded positions triggers global
Years of negative policy rates enticed Japanese households, pension plans, state-owned banks and the Bank of Japan itself to create what Deutsche Bank estimates as a $20 trillion carry trade0F
海外研报
2024年08月14日
Steel prices are down, but the consumer pays a green premium
Steel prices have fallen, but green steel at a premiumSteel prices have been under pressure in Europe and the US. Yet a decline of EU
海外研报
2024年08月22日
LONG CARRY, SHORT TREND
Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual
海外研报
2024年08月29日
Why the BoJ isn’t done raising rates
August 5 was an ugly day, especially for Japan. The Nikkei 225 dropped 12.4%, more than any
海外研报
2024年09月05日
