海外研报
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BofA_Systematic Flows Monitor Long bonds & Gold along with short USD & commods driving
CTA equity longs are higher but still with room to addSince we noted four weeks ago that differences in long- and short-term trend signals
海外研报
2024年09月23日
Japan: BoJ’s rate hike temporarily suspended
BoJ officials have repeatedly stated that if the outlook for the economy and prices is to be realised, they will adjust the degree of monetary
海外研报
2024年09月23日
Central_Bank_Weekly__20th_September_202401
RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45
海外研报
2024年09月23日
GS--1H24 wrap-up, summer summary and Golden Week preview: strong traffic and weak
Chinese airlines have experienced a strong volume growth while a more normalizingairfare this year. For domestic market, we forecast the domestic passenger traffic to
海外研报
2024年09月23日
GS--China_ Fiscal challenges intensified in August
China’s fiscal data showed broad-based weakness in August, despite fastergovernment bond net issuance. On-budget fiscal revenue growth fell modestly,
海外研报
2024年09月23日
DB_Investor Positioning and Flows_20240920
Our measure of aggregate equity positioning rose modestly again this week but is not yet elevated and only about mid-way within the upper half of its long-run band (z score
海外研报
2024年09月23日
GS--mplications of dovish Fed for Asian FX and rates markets
1. Implications of a US soft landing outlook for Asian FX markets. The Fed’s50bps cut earlier this week appears to have calmed market fears of a US recession.
海外研报
2024年09月23日
GS--Foreign buying led by Taiwan; Large inflows into US ETFs
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$1.1bn) this
海外研报
2024年09月23日
GS--Global FX Trader Is The First Cut the Deepest?
USD: Fed brings better balance; adjusting our forecasts. With a 50bp rate ncut, the FOMC most likely chose the option that leads to lower economic and1
海外研报
2024年09月23日
GS--Healthcare Pulse: Macro/Micro Mash-Up ... Investor sentiment
The T+1 reaction function across HC in the immediateaftermath of this week’s Fed cut was consistent with “right
海外研报
2024年09月23日
