海外研报
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STRONG DOLLAR PROBLEM. JOIN US LIVE
This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
海外研报
2024年07月26日
10y JGB auction preview: A highly volatile climate
POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the
海外研报
2024年08月07日
Telecom KPIs: Mobile ARPU bottoming out, but competition for subscribers intensifying
Mobile service revenue at the three major MNOs (NTT DoCoMo, KDDI, and nSoftbank) in April-June 2024 totaled ¥1,383.9 bn (-0.4% yoy/-¥4.9 bn yoy).
海外研报
2024年09月06日
