海外研报
筛选
Overview – Retail Trading
For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying
海外研报
2024年08月09日
Interest Rates Trade Idea-Close: long TIPS 5Y breakevens
On 20 June, we recommended being long TIPS 5Y breakevens (BEs), as theylooked cheap to oil prices and nominal Treasury yield. At around 2.21% on
海外研报
2024年08月21日
US Treasury futures: calendar rolls outlook, September-December 2024
RecommendationsTU – Mildly bearish. Positioning is bearish due to record-high asset manager net positioning in the sector. TU roll will likely be sensitive to risk events and front-end moves, including a
海外研报
2024年08月24日
The Powell of the Powerless-Global Daily
The Fed Chair’s dovish Jackson Hole speech was analysed pithily by our Fed watcher Philip Marey: “Regarding the Fed’s initial diagnosis that inflation was “transitory”, Powell tried to hide
海外研报
2024年08月28日
