海外研报

Barclays_Barclays Equity Factor Insights_ October_20241010

Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &

The Yen’s Mysterious Weakness — A Search for Answers (Fishman/Kanter)

The strikingly close relationship between USD/JPY and real rate differentials overthe past few years has come into question in recent weeks. While there havebeen prior periods of dislocation, none have looked as persistent and prominent