海外研报
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BofA_Liquid Insight ECB- from how fast to how far_20241009
Key takeaways• The ECB seems to have opened the door to back to back cuts. This potentially answers the question of how quickly they cut.
海外研报
2024年10月11日
Emerging Market Trade Idea--Sell CNH/IDR
The current investment mood favours a shift back to RV and carry. Despite recent gains, fundamentals remain a drag on the CNY while its
海外研报
2024年10月11日
FX --View Foreigners are piling into US assets again
Unravelling the yen carry trade and the start of Fed easing ought to deliver a weaker dollar and less unbalanced globaleconomy, but investors are already buying the dip!
海外研报
2024年10月11日
