海外研报
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Foreign Exchange Outlook
A BUSY SEPTEMBER WITH POTENTIAL VOLATILITYAfter the turmoil at the start of August risk appetite rebounded sharply and we start
海外研报
2024年09月05日
Mizuho EMEA G4 Forecast Update
August was a bad month for the greenback with both EUR/USD and GBP/USD making yearto-date highs during the month, as investors await the start of the Fed’s easing cycle. USD/JPY
海外研报
2024年09月05日
Thoughts on the Pullback; Positioning intel; GTLB, ZS
Lots of questions yesterday about the Al/Semis pullback/vol shock, Really still no consensus explanation, but a few thingskept coming up in conversations: 1) In the wake of some earings disappointments (particularly memory -- and with that
海外研报
2024年09月05日
Overview – Retail Trading
For the latest data, including intraday updates, visit Investable AI/Data Analytics.
海外研报
2024年09月05日
Payrolls regain their crown as most important data release for stocks
Econ: The economy remains on robust footingThe second print of 2Q US GDP growth surprised to the upside at a robust 3.0% q/q
海外研报
2024年09月03日
Global Portfolio Manager's Digest So Long, Summer
We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing
海外研报
2024年09月03日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.3% today. Korea and Singapore markets outperformed,while Thailand and China markets underperformed. Within MXAPJ sectors,
海外研报
2024年09月03日
Weekly IMM FX Positioning
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are
海外研报
2024年09月03日
China’s demographic challenges
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
海外研报
2024年09月03日
FAST FX Fair Value Model
The UK bank holiday last Monday meant the FAST FX model did not enter any trades last week. The model remains up 2.50% over the past year
海外研报
2024年09月03日