海外研报

Israel: BoI on Hold, As Expected

Bottom Line: The Bank of Israel left its policy rate on hold at +4.50%, in line withour forecast and consensus expectations. In the accompanying press statement, the

Sunday Tea with BNPP: Bracing for impact

We are cognisant of the risks of higher yields and flatter curves temporarily if US data is stronger this week (as we expect it to be).

GS--Taiwan: August Exports—Sustained Strength on Tech and US Demand

Taiwan’s exports rose 8.4% mom sa in August, rebounding sharply from acontraction of 1.7% the previous month. The outcome was well above expectations.