海外研报
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Mind the Sequencing; Adjustment Still on Track
Policy makers seem to be preparing the ground for a future FX unification. Although FX reserve accumulation will likely stall in
海外研报
2024年07月31日
Weekly FX summary – 5 August 2024
quo on Wednesday. Mexico and India to stand pat on Thursday. China trade data on Wednesday and CPI on Friday.
海外研报
2024年08月08日
Answering your questions on Japan macro developments
The US growth scare coupled with a hawkish BoJ have contributed to high volatility in Japan's asset markets. We assess
海外研报
2024年08月12日
Raising estimates despite FX headwinds
Following strong all round Q2 results announced earlier in August, we raiseour FY24 estimates by 4% at the net revenue level and 7-9% at the EBIT,
海外研报
2024年08月30日
FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1
We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报
2024年09月15日
GS--AEJ Week Ahead: China PMIs, Korea IP and trade, CPI around the region
Scheduled key data releases for the coming week in Asia ex-Japan include China
海外研报
2024年09月29日
