海外研报
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Focus back on the Fed after the yen carry trade unwind
The worst of the yen carry trade unwind appears to be behind us. Market attention is turning back towards the US Federal Reserve easing cycle that
海外研报
2024年08月18日
How do Asian equities trade the start of a Fed cutting cycle?
Post-Fed cut performance hinges on the growth backdrop: While performancefollowing the first Fed cut has varied widely, the MXAPJ median performance has
海外研报
2024年09月05日
UBS--Emerging market equities
We rate emerging market stocks as Neutral in our global equity
海外研报
2024年10月08日
GS--European Week Ahead: October 14 - October 20
The key data releases this week include final inflation numbers across the Euro area,
海外研报
2024年10月14日
HF Highlights - 2024.10.11
There was some divergence in HF returns this past week as performance of equities across regions was relatively mixed (US
海外研报
2024年10月17日
Japan_ scenario matrix of the Lower House election
We updated the scenario for the Lower House election to take into account
海外研报
2024年10月24日
