海外研报

Bullish confirmation from rates and technicals

At NDR, we do not hang our hat on any one indicator. We find a mosaic approach of

CR--Market comments

Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts

Financial Capital Navigator

The instruments on this list are only suitable for sophisticated investors with a high tolerance for price volatility, illiquidity and possible losses of coupon

japan-insights-is-japan-multifamily-still-attractive

Is multifamily still an attractive investment in this

GS--How Global Economic News Affects AEJ Financial Markets

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA), and the China Securities Regulatory Commission, regulators addressed market concerns about the economy with a

Even lower than we expected

This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,

Foreign Exchange Outlook

While the US presidential election is not until 5

MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new

USD climbing up the positioning ranks once again

At present, the G10 FX PIX 2.0 signals that the AUD is overbought as well