海外研报
筛选
Yield drop drives gold to records, dollar into downtrend
When we say “Don’t Fight the Fed,” one of NDR’s Rules of Research, we typically
海外研报
2024年09月05日
Why the BoJ isn’t done raising rates
August 5 was an ugly day, especially for Japan. The Nikkei 225 dropped 12.4%, more than any
海外研报
2024年09月05日
When do equity investors need to worry about a recession?
Chicken and eggRecession fears have been at the forefront of investors’ minds for nearly three years.
海外研报
2024年09月05日
Trend evidence still bullish but aware of cycle composite
Before I get into the current trend evidence, I wanted to take a look at the macro and
海外研报
2024年09月05日
Less concentration, more breadth improvement ahead?
When market breadth is improving, the message is that an increasing number of
海外研报
2024年09月05日
Falling rates saving an otherwise ugly valuation picture
Actions have consequencesThe S&P 500 Index gained 18.4% year-todate through August, the best first eight months of the year since 2021, the secondbest this century, and the 12th best since
海外研报
2024年09月05日
Bullish confirmation from rates and technicals
At NDR, we do not hang our hat on any one indicator. We find a mosaic approach of
海外研报
2024年09月05日
Weekly Warm-up: Happy "Labor" Day
Mixed Signals...The correction in stocks in July/early August was due to several factors, with the most important one being softer-than-expected
海外研报
2024年09月05日
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
