海外研报
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BOJ, FED, FUEL SURGE IN EM FX VOLATILITY
Fed and BoJ meetings have further raised EM FX volatility. Last week’s FOMC meeting was widely interpreted as confirming the market expectation that the funds rate will be cut in
海外研报
2024年08月06日
Follow The Flow Nonstop inflows into credit
Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong
海外研报
2024年08月10日
What Determines Cross-Country Differences in r*? (Daly)
The neutral real rate (r*) – the equilibrium real policy rate that is neitherstimulatory nor contractionary, consistent with output at potential and stable
海外研报
2024年08月14日
Theme in Charts: Bearish Gas is Bearish Oil
Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a
海外研报
2024年08月18日
LULA CLAWS BACK A SHARE OF THE BUDGET
Brazil’s Supreme Court (STF) has handed the executive branch another win in the latter’s attempt to regainmore control over the federal budget. The latest ruling relates to the so-called “PIX amendments”, which refer to
海外研报
2024年08月22日
The White House and the Dollar
Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration
海外研报
2024年08月26日
