海外研报
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Fed set to hold again in July, but inching closer to cuts
A huge week lies ahead, with the July FOMC meeting on Wednesday followed in quick succession by the July employment report on Friday.
海外研报
2024年07月29日
Macro Strategy
As we go to press this morning, the Bank of Japan have taken another step tonormalise their ultra-loose monetary policy, hiking their policy rate up to 0.25%having been in a 0-0.1% range before. In addition, they've announced plans tocurb their purchases
海外研报
2024年08月01日
What happened to the term premium?
The term premium is one of the most important parameters for investment andfunding decisions, but nobody knows its size. Our revised approach reduces
海外研报
2024年08月31日
BofA_Asia Economic Weekly India- FX Reserves Up, up and away_20241004
This week in focusAnother eventful week for markets in Asia. China entered the Golden Week holiday with
海外研报
2024年10月08日
