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TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall
Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)n Top sectors: Non-Ferrous Metals, Securities
海外研报
2024年08月18日
U.S. Desk Strategy CB Views: Jackson Hole Recap
With the clock ticking, the time has come for Fed cuts Powell said “The time has come for policy to adjust” (towards lower rates)…
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2024年08月26日
If this is September, wait for November Global Daily
It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.
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2024年09月05日
GD--ECB PREVIEW: EA GDP AND PROFITS SEAL A SEPTEMBER CUT Davide Onegli
With all key data ahead of the next ECB meeting finally out, officials are now certain to deliver another 25bp cuton Thursday, in line with our long-held expectations. While even ECB hawks have to admit that incoming data
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2024年09月10日
BofA_BofA on USA Summer doldrums
Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and
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2024年09月13日
DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment
increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set
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2024年09月19日
BofA Hartnett Flow Show - Top of the world
Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,
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2024年10月01日
JPM_Credit Calls Wednesday, October 02, 2024
No,1: Long RTY versus short USD HY cash rates hedged, US HY cashspreads bave rallied to their
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2024年10月08日
HSBC_China Equity Strategy How much further can the rally go_20241007
We revise up our index targets by 20% on the unprecedented
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2024年10月11日
