海外研报
筛选
PANIC STATIONS!
1. Global recession risk, with CBs (perceived to be) behind the curve2. The unwind of the Yen carry trade (did BoJ hawkishness mark the top of
海外研报
2024年08月06日
The Flow Show The Prime of Strife
Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
海外研报
2024年08月10日
Don’t throw away a nest egg!
As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to
海外研报
2024年08月14日
Malaysia Update-16 August 2024
The final estimates released on 16 August indicate that Malaysia’s GDP expanded 5.9% y/y (2.9% q/q sa), 0.1ppt higher than the advance estimate.
海外研报
2024年08月18日
Global Rates Trader Pivot in Place
A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing
海外研报
2024年08月26日
Mizuho EMEA G4 Forecast Update
August was a bad month for the greenback with both EUR/USD and GBP/USD making yearto-date highs during the month, as investors await the start of the Fed’s easing cycle. USD/JPY
海外研报
2024年09月05日
