海外研报
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USD undervalued, especially against the JPY
The USD is undervalued on several crosses. USD/JPY’s undervaluation is large enough to trigger a buy trade, but the UK on holiday and no
海外研报
2024年08月27日
How Strong Is Job Growth? (Abecasis)
Payroll growth has averaged 170k/month over the last three months. But ninvestors have raised a number of concerns about this seemingly reassuring
海外研报
2024年08月27日
Summer revision courses: Monetary Framework
The ECB’s monetary policy aims at having an influence on credit conditions; put simply, this is how monetary policy functions.
海外研报
2024年08月27日
TECHNICAL ANALYSIS
2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
海外研报
2024年08月27日
"Wolf! Wolf! The wolf is chasing the sheep!"
Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data
海外研报
2024年08月27日
