海外研报
筛选
10 Facts about the US Treasury market Monitoring demand for US government debt
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global
海外研报
2024年08月28日
Trading on financial conditions
We present a financial conditions indicator (FCI) for the USmarket that is available at a high frequency, can be closely.
海外研报
2024年08月28日
The Powell of the Powerless-Global Daily
The Fed Chair’s dovish Jackson Hole speech was analysed pithily by our Fed watcher Philip Marey: “Regarding the Fed’s initial diagnosis that inflation was “transitory”, Powell tried to hide
海外研报
2024年08月28日
Chart Spotlight – Growth surprises matter
The growth outlook has taken on increased importance. CPI used to be the only game in town for policy decisions. But at the July meeting the BoC pivoted more dovish and made two notable
海外研报
2024年08月28日
CHINA ECONOMIC UPDATE
July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
海外研报
2024年08月28日
Fixed Income Special European futures rollover outlook Sep-24/Dec-24
The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
海外研报
2024年08月28日
If the plan is to sell dollar rallies, it isn’t working
Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity
海外研报
2024年08月28日
TECHNICAL ANALYSIS
2y UST, 10y UST, 10y Bund, Canada 10y, EUR/USD, GBP/USD, USD/JPY, AUD/USD, EUR/HUF, USD/BRL, Brent
海外研报
2024年08月28日
USA: Core Durable Goods Orders Roughly in Line With Expectations
BOTTOM LINE: Durable goods orders increased 9.9% in July, above expectationsand reflecting a large increase in new aircraft orders. Core capital goods orders
海外研报
2024年08月28日
Can the PBoC achieve its conflicting goals this time?
Credit growth hindered by weak fundamentalsChina’s credit growth for July fell significantly short of expectations, with new loans increasing by merely RMB260b,
海外研报
2024年08月29日
