海外研报
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Nomura Quant Insights
Risk of a downside attack on the Nikkei 225 by systematic investorsSemiconductor stocks worldwide took a beating yesterday. It looks as though worries over
海外研报
2024年07月19日
Global Data Watch: Asia China: Two policy meetings in July
The swing of cyclical policy reactions aftects business cycle fluctuations. A shiftto an accommodative policy stance in 2l23 led to activity recovery in 2H23 and1024, but the fading
海外研报
2024年07月05日
Summer Stalemates
A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
海外研报
2024年07月16日
China: Not Quite the QE You Expect
The People’s Bank of China (PBoC) has been trying to cap a record-breaking rally in the bond market. Unfavourable rate differentials add to yuan
海外研报
2024年07月12日
Into the Second Round
With the second-round French election on 7 July, we discuss key election-related developments in the days following first-round
海外研报
2024年07月08日
Assessing France’s Indecisive Election
Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to
海外研报
2024年07月09日
Weaker Dollar with Softer US CPI
The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
海外研报
2024年07月15日
