海外研报
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Yen Carry And AI Bubble: One And The Same Trade
The analysis of price complexity strongly suggests that the ‘yen carry trade’ and the AI bubble are one and the same trade, premised on three conditions:
海外研报
2024年08月15日
Volatility fire sale over with commodities wellpositioned for Fed rate cuts next month
Global commodities: Navigating commodities in micro and macro cross-currents juxtaposed against thin summer liquidity has been the key theme over recent weeks.
海外研报
2024年08月23日
Global Economics Weekly Key Global Data
A summary of forthcoming data releases and market-moving
海外研报
2024年08月27日
Taiwan: August Inflation Inches Down
Taiwan’s headline CPI inflation inched down to 2.4% yoy in August from 2.5% theprevious month after three months of acceleration. The outcome was above
海外研报
2024年09月06日
