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Beddriz Artuines arbeamiz annesd.pencom.PVorgan Chase Bank k.h, London Branch
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2024年08月07日
INTERNATIONAL MARKET INTELLIGENCE: JULY 2024 RECAP
In July, the US market narrative was choppy. “Growth without inflatlon" prevailed but "HardLanding" concerns started to emerge in the last week of Jjuly following JOLTs, ciaims and
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2024年08月07日
Nomura Quant Insights
US equities: CTAs and volatility control funds behind the curve in getting outThe latest (and much-watched) US jobs report brought a disappointment. The announced
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2024年08月07日
USD/JPY: We lower our near-term forecast
cut rates substantially / Will Japanese investors accelerate JPY appreciation?USD/JPY corrected to the 142-143 range for a while today, apparently reflecting the
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2024年08月07日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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2024年08月07日
The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
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2024年08月07日
FX View The big carry unwind is underway
The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
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2024年08月07日
Taiwan: July Inflation Inches Up on Food Prices, As Expected
Bottom line:Taiwan’s headline CPI moved up for the third month to 2.5% yoy in July from 2.4%the previous month. The outcome was in line with Bloomberg consensus but below
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2024年08月07日
US Equity Views Reflections on the recent selloff
The S&P 500 index has declined by 6% during the past three days as investorconcerns about the durability of US economic growth have pervaded financial
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2024年08月07日
VIX spike: ETP effect declines following an 8 point move in VIX futures
Large declines in global equity indexes over the past few days have led to anincrease in equity volatility and options prices. During normal market volatility, there
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2024年08月07日
