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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
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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
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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
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2024年09月03日
The Problem of Relative Prices
One of the points I don't understand was brought home to me again when I read what ECBExecutive Board member Isabel Schnabel said on Friday: that the ECB's monetary policy
海外研报
2024年09月03日
Asia Cross Asset Focus – Monthly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
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2024年09月03日
Week Ahead in Economics
US non-farm payrolls will take centre stage next week. Following the soft July figure, we expect a rebound to 175k, which is a moderation from the pace seen earlier in the year. This
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2024年09月03日
FX View Humpty Dumpty dollar?
The first of the two charts below shows the dollar’s real effective value since 1980 during which time we have already seen two major rallies (in the first half of the 1980s and the second
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2024年09月03日
Fixed Income Weekly Back to reality
September is about to begin with a series of key data that will enable the market to finetune its rate cut pricing. As central banks aim to ease their monetary policy stance preemptively, there is no reason to rush
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2024年09月03日
Global FX Positioning: A Reduction in Short USD Positions
In the week ending Friday, August 30, options pricing data indicate that investors added long USD (DXY) positions, and increased short EUR and GBP positions. In the
海外研报
2024年09月03日
