BRIDS Monthly Update Economic & Fixed Income Research August 2024
String of macro data release in US over the past week further reinforces our expectation of gradual Fed Fund Rate (FFR) cut.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sep 02 , 2024
Recent U.S. macroeconomic data release further confirms our expectation of gradual FFR cuts, indicating a soft-landing trajectory.
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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
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