海外研报
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FX--USD: minutes late
Sentiment was mixed during the Asian session. While dovish Fedspeak wassupportive, rising investor concern about China’s growth weighed on sentiment.
海外研报
2024年10月11日
What is needed for Japanese stocks to regain momentum?
Japanese stocks saw strong gains in 1Q, but their performance has been lacklusterin 2Q. As numerous positive developments had been priced in during 1Q, there hasbeen a lack of new catalysts to lift share prices in 2Q. In addition, forex volatility,
海外研报
2024年07月01日
Ocean Rates Rise But What’s Driving? Impacts Possible for transports and Broader Supply Chain
Bottom line: Ocean rates have increased 3.5x and 4.5x per container on theeast coast and west coast, respectively, since the Red Sea disruption began in
海外研报
2024年07月04日