海外研报
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Cross Asset StrategyWhere is the bottom?
Have we seen the worst of it? We rewiew the history of bottaming signals,which suggest there is rnore pain to come.
海外研报
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
海外研报
2024年08月07日
FX: DEER recommendations (Aug 2024)
The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and
海外研报
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
海外研报
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
海外研报
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
海外研报
2024年08月07日
BofA Securities Equity Client Flow Trends Bifurcated client flows during last week’s
So far past peak negative flows: Last week, during which the S&P 500 was -2.1%, BofA Securities clients were net sellers of US equities (-$2.6B) for the fourth
海外研报
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
海外研报
2024年08月07日
Indonesia: Steady growth beat, pockets of vulnerability
• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
海外研报
2024年08月07日
10y JGB auction preview: A highly volatile climate
POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the
海外研报
2024年08月07日
