Topic
Fixed Income
Comprehensive research on fixed income markets. Coverage includes government bonds, corporate credit, high yield, and structured products. Analysis of yields, spreads, duration, and fixed income portfolio strategies.
1531 reports available
Japan Macro Weekly
Mizuho Securities forecasts a BOJ rate hike to 1.00% in June 2026 following better-than-expected April industrial production data (+0.8% MoM). While Tokyo CPI inflation cooled to 1.4% in May, the report anticipates a renewed pickup in the second half of 2026.
USD JPY Largest Quarterly Intervention Since 2004
Japan's MoF confirmed a record JPY11.7tr FX intervention in May 2026, the largest since 2004, in an attempt to support the Yen. However, ING analysts believe USD/JPY will remain supported near 160 due to high US rates and a hawkish Fed outlook.
TMT Specialist Sales Update
This GS TMT Sales update highlights price target hikes for Samsung and SK Hynix amid a prolonged memory upcycle, SoftBank's €75bn AI investment in France, and regulatory headwinds for Wise.
European Daily Focus
A comprehensive daily digest of European equity research and global strategy, featuring company updates on Soitec and CTS Eventim alongside macro analysis of US inflation and Middle East geopolitics.
Global Daily
Markets are recalibrating for a long-term closure of the Strait of Hormuz and escalating tensions in Ukraine as Iranian internal political stability fractures.
House View Monthly Letter
UBS remains positive on equities, raising its S&P 500 year-end target to 7,900 based on a 27% YoY surge in first-quarter earnings and AI adoption.