海外研报
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More data please, July edition
Monetary Policy | Still waiting for more data: The ECB will keep rates on hold in July. From its perspective, more data is needed to confirm the assumed (and
海外研报
2024年07月16日
Breaking the Rules
It’s a general rule that you should avoid saying “This time is different.” So far, though, I have broken that rule in this cycle, because so much of what we are seeing
海外研报
2024年07月16日
Emerging Markets Asia: June 2024
Asia ex-China’s net portfolio inflows rose to USD10.9bn in June 2024 from USD7.5bn in May. Lower inflation numbers in the US kept the hope of Fed
海外研报
2024年07月12日
American Themes
The market’s perception of Brazil’s fiscal outlook has worsened in recent months after the government proposed a diluted fiscal consolidation plan for 2025-2028 in its draft Budgetary Directives Law in mid-April.
海外研报
2024年07月12日
Supply and Cash Flow Monitors
Risk analysis may be conducted at the financial instruments level. Among the information normally used to define the risks, are (1) publications produced
海外研报
2024年07月08日
Never (OK, rarely) short a dull market
Two studies, one conclusionThe challenge with studies on prolonged stretches like the chart on page 1 is that
海外研报
2024年07月09日
"Front républicain" prevents RN majority. What's next?
The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)
海外研报
2024年07月09日
