海外研报
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Global FX Trader Running Late?
USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
海外研报
2024年08月05日
GS TWIG Notes: This Week in Global Research - August 2, 2024
Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it
海外研报
2024年08月05日
July employment preview: Upside and downside risks aplenty
We estimate that nonfarm payroll employment increased 175k in July, slower than the206k increase in June. We think that private nonfarm payrolls will register a 150k gain, above
海外研报
2024年08月02日
Catalysis analysis
Catalysts abound in the week ahead, between key economicdata, Fed/BoE/BoJ decisions, and the all-important (Tech)
海外研报
2024年08月02日