海外研报

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.

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,

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

Economics Focus