海外研报
筛选
The Yen’s Mysterious Weakness — A Search for Answers (Fishman/Kanter)
The strikingly close relationship between USD/JPY and real rate differentials overthe past few years has come into question in recent weeks. While there havebeen prior periods of dislocation, none have looked as persistent and prominent
海外研报
2024年07月01日
Firm Industrial Production in May Driven by Construction and Utilities
Bottom Line: Industrial production expanded 0.7% mom sa in May, aboveconsensus for a milder expansion. The IP increase in May was driven by solid
海外研报
2024年07月15日
USD: when good news is bad news
The USD has been able to hold up steady overnight, having already recouped most of the ground initially lost due to the US CPI miss yesterday. Despite being among
海外研报
2024年07月15日
Key levels to watch: 4% rates & 50 on PMI
Economics: A goldilocks economyLast week, retail sales and industrial production surprised to the upside, dispelling fears
海外研报
2024年07月23日
Rising Demand for Government Bond Funds
Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
海外研报
2024年07月15日
DB CoTD: Into the top 10...
*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报
2024年07月18日
