海外研报
筛选
JPY: BoJ – still buy the rumour sell the fact?
Asia overnightInvestors are taking some risk off the table ahead of a very busy few days of central
海外研报
2024年07月31日
No smoking gun
Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
海外研报
2024年08月08日
Japan Equities and the Yen
Incoming economic data may drive a further unwinding of JPY carry trades/FXhedged activity from overseas equity investors. We retain a bullish JPY skew.
海外研报
2024年08月12日
