EUR rates: 50bp Dec rate cut risk
Yesterday’s Reuters story on the ECB going below neutral added some downward pressure (read ithere). It follows more dovish commentary from...
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EUR Rates: Highway to Neutral
The ECB’s Governing Council is split between those still more worried about inflation risks and those starting to worry more about labour market...
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EUR rates: Paying the front
Most risky assets have recovered the lost ground from the US recession scare. Central bank pricing has not! It will take quite a shock quite soon...
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Equity Strategy: Attractive Valuation Emerging, Prefer Quality Stocks and USD Hedge...
At a forward P/E of 11.9x, JCI valuation is attractive (160bps spread vs. 10-yr yield); amid macro risks, we favor quality stocks and USD hedge.
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Mizuho Dealer's Eye (June, 2024)
The dollar/yen pair opened the month trading at 157.70 yen. It then hit a monthly high of 157.99 yen, though it subsequently fell to the lower-157...
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