Market Outlook（26/8-30/8）
Rate Cuts: What’s Next? Over the past few weeks, updates…
Read MoreMarket Outlook（26/8-30/8）
Jackson Hole Meeting – Recession Trades Exit
As we noted last week, global equity assets performed strongly…
Soft Landing Takes Shape
This week, the U.S. released its July economic data, with…
Carry Trades and the Sahm Rule
This week, global markets experienced a rollercoaster ride, sparked by…
Market Outlook（5/8-9/8）
Last week was a major week for macroeconomic data, starting…
Global Capital Market Turmoil: U.S. Employment Data as the Catalyst
Super Central Bank Week: Global Monetary Policy Enters a New…
Deep Learning and Asset Prices
In our shared professional experience, we have been involved in…
Market Outlook（22/7-26/7）
Last week’s market volatility was primarily driven by non-macro factors…
The Third Plenary Session Communiqué: The Future of Economic Development and Reform
On July 18, the four-day Third Plenary Session concluded. Overall,…
Market Outlook（15/7-19/7）
Last Week’s Macroeconomic Data and Market Response Last week’s macroeconomic…