海外研报
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Cross Asset StrategyAfter the dust has settled
With volatility ealming down, investors are tempied by various degrees to re-enler variousmomentum and carry trades,. In the sbsence ofa calalyst, vols willlikely go lower and risk
海外研报
2024年08月18日
Daily and weekly indicators for the US economy
What are daily and weekly indicators telling us about the US economy?Daily data:
海外研报
2024年08月26日
Intraday FX View
What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break
海外研报
2024年09月05日
GD--JUST ANOTHER RECESSION HEADFAKE?
A running joke in my Chart stories is that I keep being overlooked for the Nobel prize ineconomics. Now – even more outrageous – I discover that some academics took my
海外研报
2024年09月10日
