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Opportunities in NJA local markets after overshoot

1. Wild price action in Asian local markets post US July employment report.Markets have experienced a sharp de-risking and unwind of carry trades (particularly
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a complete exit from deflation after the next global economic cyclical recovery

Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit
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Japan: main points of Japan’s economic outlook

Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic
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30y JGB auction preview: Market turbulence liable to weigh on sentiment

・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
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Macro at a Glance: Latest views and forecasts

n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
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Midday Market Intelligence: seeking

...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
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No smoking gun

Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
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Preview: RBNZ Monetary Policy Statement

Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
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Weekly FX summary – 5 August 2024

quo on Wednesday. Mexico and India to stand pat on Thursday. China trade data on Wednesday and CPI on Friday.
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All eyes on equities as we head into data doldrums

The Australian dollar is like an itch I can’t stop scratching. In the first few months of this year, it suffered from a steady downward revision in growth forecasts relative to the US, but in recent
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