海外研报

BoJ seen forgoing July rate hike to ensure trouble-free start to QT

We expect the BoJ will leave its guidance target for the uncollateralized overnight call rate on hold at “around 0% to 0.1%” at the July 30-31 Policy Board meeting,

Five ways to assess the stability of a bank

Past financial crises have highlighted the need for investorsand clients to understand a bank’s business model that goes

BofA_Situation Room Geopolitics vs IG credit_20241001

Iran attack on Israel is another reminder that geopolitical risks remain high. Our

Albert Edwards - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been

GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)

Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted