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Long-end better value
For markets, the summer has come to a close and activity resumes with bond issuance picking up from a number of countries including some unusual very longend supply prospects. While small bond
海外研报
2024年09月03日
GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand
The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent
海外研报
2024年09月11日
Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested
The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
海外研报
2024年09月15日
BofA What Seasonality
S&P 500 defies gravity in the seasonally weakest monthThe S&P 500 gained 2.1% on a total return basis, the best September since 2013 and
海外研报
2024年10月11日
UBS--Locking in attractive bond yields
CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are
海外研报
2024年10月12日
