海外研报
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Global Rates Trader Growth Gains the Upper Hand
Recent moves in the front-end of G10 curves reflect a return to growth as the keyfocus for markets. The earlier part of the year was about inflation progress (or thelack thereof),
海外研报
2024年07月29日
Baby Pool Closed for “Maintenance”
Anyone who ever got that notice from a town or community pool knows exactly what happened. It feels like some of that has gone on in our markets of late, ensuring that this is an “adult swim.” For
海外研报
2024年07月29日
July FOMC: one last hold?
The Fed is poised to stand on the sidelines for one more meeting at the July FOMC, as we expect the target range for the Federal funds rate to remain unchanged at 5.25-5.50%. This would mark a full year, or eight
海外研报
2024年07月29日
Key week ahead of FX markets
FX View: The low in USD/JPY yesterday brought the drop from the high on 3rd July to ten big figures and in our view could well be a sign of a turning point in USD/JPY.
海外研报
2024年07月29日
Europe Weekly Focus
The BoE remains deeply divided over the persistence of inflationary pressures. Various comments at the last meeting seemed to open the door to
海外研报
2024年07月29日
Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought more evidence
海外研报
2024年07月29日
Shifting HK IG to Neutral; Now Prefer Malaysia A Corp
Another week that saw spreads move within a narrowrange.
海外研报
2024年07月29日
Weak momentum persisted in North Asian markets amid significant foreign outflows
MXAPJ lost 1.9%, dragged down by Taiwan, Korea, Chinaand Hong Kong (down 2-4%), while India (+2%) and
海外研报
2024年07月29日
Not everyone gets a medal
Amid an equity sell-off, US economic data may show soft spotsbut remain solid overall. Meanwhile, signals out of Europe and
海外研报
2024年07月29日
2024 US Elections – An Early Guide
With Election Day 334 days away, it's likely much will change re: the drivers of the outcome & their market impact.
海外研报
2024年07月29日
