海外研报
筛选
US Elections & the MexicoChina Bridge vs. Buffer Debate
Chinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports
海外研报
2024年07月29日
WAGES, DOLLARS AND CRYPTOS
As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –
海外研报
2024年08月01日
US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024
and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-
海外研报
2024年08月09日
Eye on Freight: Thinking Through A Potential Class 1 Rail Strike in Canada
Bottom line: As soon as August 22nd (00:01), the Canadian class 1 rail union laborforce could go on strike given the lack of a labor deal amid ongoing union labor
海外研报
2024年08月21日
