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JGB Strategy

(1) Outlook for yen rates following recent advance
海外研报

MUFG--Asian central banks in focus

海外研报

MUFG--Asia FX Talk 聚焦亚洲央行

海外研报

GS--What’s Top of Mind in Macro Research: China’s brighter cyclical outlook, consecutive

海外研报

GS--宏观研究的首要考虑因素：中国更光明的周期性前景、欧洲央行连续降 息、战术性地改变增持股票

海外研报

UBS--A timely fiscal presser to re-anchor market expectations

海外研报

UBS--及时的财政发布会，重新锚定市场预期

海外研报

EM EMEA Weekly--Chinese stimulus adds impetus to EM prospects

Macro focus: Our constructive EM view in 2024 has been predicated on three
海外研报

China_commodity_trade_data_September_2024

China’s commodity imports were strong in September as restocking continued.
海外研报

BofA_Rates Technical Advantage Soft landing promotion_20241014

In June 2024 we discussed four landing paths’ the US 10Y yield may follow in 2H24. We
海外研报