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Foreign investors bought 961.6 billion yen in Japanese bonds in the week ending November 14, compared with 91.5 billion yen in the previous week.
2025-11-20
Foreign investors bought 961.6 billion yen in Japanese bonds in the week ending November 14, compared with 91.5 billion yen in the previous week.
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2025-11-20
Federal Reserve meeting minutes: SOMA (Open Market Operations Account) manager recommended that the Fed stop shrinking its balance sheet as soon as possible, as excessive volatility in the repurchase market would pose a risk to the Fed's interest rat
Federal Reserve meeting minutes: SOMA (Open Market Operations Account) manager recommended that the Fed stop shrinking its balance sheet as soon as possible, as excessive volatility in the repurchase market would pose a risk to the Fed's interest rate decisions and the Treasury market.
2025-11-20
International 1. HSBC: The US dollar may be nearing its bottom due to a low probability of a Fed rate cut in 2026. 2. JPMorgan Trading Desk: Now is the time to buy US stocks; the technical correction may be over. 3. Morgan Stanley: Despite mixed i
International 1. HSBC: The US dollar may be nearing its bottom due to a low probability of a Fed rate cut in 2026. 2. JPMorgan Trading Desk: Now is the time to buy US stocks; the technical correction may be over. 3. Morgan Stanley: Despite mixed inflation data, the Bank of England could still proceed with a rate cut in December. 4. Wedbush: Nvidia is poised to ignite a year-end bullish rally in tech stocks. Domestic 1. CITIC Securities: Gemini 3 Pro leads in multimodal performance; focus on new application opportunities. 2. CITIC Securities: The Hong Kong stock market may see a second round of valuation repair and further earnings recovery next year. 3. Huatai Securities: Continue to recommend pro-cyclical airlines, trade oil shipping, and allocate to highways. 4. Tianfeng Securities: Suggest focusing on the recovery opportunities in the liquor sector; optimistic about three main themes. 5. CITIC Securities Pharmaceutical Consumer and Biopharmaceutical Industry Outlook for 2026: We are optimistic about the recovery in demand for traditional Chinese medicine by the end of the year and the subsequent opportunities for improvement in fundamentals and valuations.
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