海外研报

Weekly commentary

• Recent extreme market volatility shows the impact of sudden sentiment shifts

TECHNICAL ANALYSIS

2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y

Global FX Trader Waiting for Labor Da(y)ta

Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver

Positive Lyme booster data supportive of profile and vaccination schedule

Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in