Carry Trades and the Sahm Rule
This week, global markets experienced a rollercoaster ride, sparked by…
Read MoreCarry Trades and the Sahm Rule
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…
Market Outlook（7/7-12/7）
Last week, global capital markets experienced high volatility. The dollar…
Market Outlook（1/7-5/7）
This week, U.S. macroeconomic data suggests the economy is steering…