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Barclays - Global Rates Weekly_ Decision time
In the US, strength in income and underlying activity suggeststhat neutral is higher than currently priced in. We recommend
海外研报
2024年09月10日
Curvature Securities, LLC September 3, 2024
The SEC dropped a bomb on the market back in 2022. They proposed mandating central clearing in the U.S. Treasury market. The goal was to make the market more secure during times of stress. All
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2024年09月10日
GD--NERVOUS BULLS
September’s risk relapse is a reminder that the summer turbulence has impaired market sentiment. ▪ Slowdowns do not necessarily portend recessions, nor are stock market corrections necessarily the harbinger
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2024年09月10日
GS--Taiwan: August Exports—Sustained Strength on Tech and US Demand
Taiwan’s exports rose 8.4% mom sa in August, rebounding sharply from acontraction of 1.7% the previous month. The outcome was well above expectations.
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2024年09月10日
GD--NAVIGATING THE US SOFT PATCH
A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign
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2024年09月10日
GS--Sponsor Activity Barometer Issue #28
We update our Sponsor Activity Barometer for the latest weekly datapoints (asof 6 September 2024). This week, our Barometer reading comes in again at +6%
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2024年09月10日
GD--JUST ANOTHER RECESSION HEADFAKE?
A running joke in my Chart stories is that I keep being overlooked for the Nobel prize ineconomics. Now – even more outrageous – I discover that some academics took my
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2024年09月10日
GD--ECB PREVIEW: EA GDP AND PROFITS SEAL A SEPTEMBER CUT Davide Onegli
With all key data ahead of the next ECB meeting finally out, officials are now certain to deliver another 25bp cuton Thursday, in line with our long-held expectations. While even ECB hawks have to admit that incoming data
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2024年09月10日
SocGen - Week Ahead in Economics - Should the ECB worry about growth.
The outcome of the ECB meeting on Thursday is an easy call: another 25bp rate cut. But ECB members will have to weigh a tricky outlook featuring sticky wages and services inflation
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2024年09月10日
DB--Mapping Markets: Why are markets so nervous right now, and is this justified?
Markets are very jittery right now. The S&P 500 just saw its largest weekly decline since SVB’s collapse in March 2023. And apart from the brief turmoil of early
海外研报
2024年09月10日
