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
Power demand is inflecting: 1-1.5% up since the start of the year
Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
海外研报
2024年08月30日
