海外研报
筛选
Is Gold A Good Place To Hide?
Despite the recent market rout, gold's performance has maintained its leadership position. Global equities arup 7.5% in 2024YTD, global bonds are up 2.6% over the same period while gold prices have rallied by a soli17%. Given our high conviction
海外研报
2024年08月12日
Should You Buy The Dip?
e First rate cut: Equities correct after the first rate cut, even if it were to stave off recession.
海外研报
2024年08月15日
Global Rates Notes: NOK Curve to Steepen vs SEK
n In recent months, the SEK curve has steepened vs G10 peers, and in particularvs NOK. This 2s10s steepening has occurred despite Swedish 10y rates falling vs
海外研报
2024年08月23日
AUD mid-year update: bullish but China & positioning cap upside
AUD: rates tailwind… We continue to see the AUD gradually higher over the next few quarters (year-end ’24 forecast: 0.69/ year-end ’25: 0.72) but near-term upside is likely to be capped by the
海外研报
2024年08月27日
