海外研报
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The Treasury cash-futures basis ischeap
The reason for these high expected returns-or, put slightly differently, thecheapness of the Treasury basis -likely stems from the recent increase in marketvolatility and ongoing concerns about funding pressure. As the chart shows,
海外研报
2024年08月20日
GS--Unity Software Inc. (U): Communacopia + Technology Conference 2024 — Key Takeaways
Strategic initiatives: Management highlighted focus on the stability of theplatform, discipline in strategy and improved, and consistent execution. While
海外研报
2024年09月16日
GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE
Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the
海外研报
2024年09月21日
BofA_Asia Economic Weekly Singapore – MAS Preview_
This week in focusIt has been an eventful week in the region, after China saw a slew of monetary and
海外研报
2024年09月29日
MS - Global Economic and Strategy Implications
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月07日
JPM_US Dollar policy in a second Trump presidency_20241010
A recent Bioomberg Businessweek interview with Republicnnpresidcntial mominee Trump
海外研报
2024年10月13日
EM EMEA Weekly--Chinese stimulus adds impetus to EM prospects
Macro focus: Our constructive EM view in 2024 has been predicated on three
海外研报
2024年10月16日
UBS--Hong Kong banks: Navigating challenges in HK's CRE market
1H24 net profits decline: Hong Kong banks' net
海外研报
2024年10月23日
