BRIDS Weekly Update Economic & Fixed Income Research Monday, Aug 26 , 2024
Fed Chairman's speech at Jackson Hole and the latest FOMC minutes strengthen expectations of a rate cut at the September meeting.
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Equity Strategy: Potential Tailwind from a Smooth Govt. Transition
Despite the lower FY25 fiscal deficit target, we believe the govt budget has the potential to aid smooth govt transition, hence upside for growth.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Aug 12 , 2024
The Yen carry trade unwinding and US recession fears triggered considerable market adjustment, which now appear to be stabilizing
266 Views
BRIDS Monthly Update Economic & Fixed Income Research July 2024
The shift in expectations regarding the necessity of a rate cut due to an unfavourable economic outlook has given rise to a considerable degree of...
309 Views
BRIDS Weekly Update Economic & Fixed Income Research Tuesday, Jul 29 , 2024
The Bank of Japan's plan to halve its bond purchasing program will be crucial for the Yen, triggering concern about carry trade unwind risk. While...
383 Views