海外研报
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Weekly Warm-up: Defensive Leadership Fully Emerges as Growth Concerns Increase
Macro Risks Rise... While the macro data suggest the consumer is slowing but ok, the jobs data on Friday challenged the soft-landing view for some
海外研报
2024年08月06日
Focus back on the Fed after the yen carry trade unwind
The worst of the yen carry trade unwind appears to be behind us. Market attention is turning back towards the US Federal Reserve easing cycle that
海外研报
2024年08月18日
How do Asian equities trade the start of a Fed cutting cycle?
Post-Fed cut performance hinges on the growth backdrop: While performancefollowing the first Fed cut has varied widely, the MXAPJ median performance has
海外研报
2024年09月05日
