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Cross-Asset Weekly

Don’t underestimate the US consumerConcerns about the US consumer's health have risen in recent months as the labour market has cooled. These fears may be
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Cheatsheet - G10 & EM Week Ahead: One ring to rule them all

Labor Day means a long weekend in the US and Canada.US NFP, prefaced by JOLTS, ISM services employment, and weekly jobless claims, will be critical for macro sentiment. Fed
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Stretched positioning a risk to UST market’s favorite trade

Key takeaways• The most notable positioning shift in recent weeks has been the duration bid concentrated at the front end of the curve
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NVDA, OKTA, PNC, XLF and new highs versus new lows

Three stocks, one ETF and another solid breadth indicator
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August CPI: Price hikes spreading gradually in private services

August CPI: Strongest growth in a year, exceedingforecastsToday’s August Tokyo CPI was an upside surprise, with the Japan-style core CPI (ex.
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Global Research Unlocked Normalizing consumption keeping inflation civil

Key takeaways• BofA Global Research analysts join the podcast to discuss emerging risks, opportunities and growth themes in global markets.
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Global FX weekly What’s next for the USD?

USD. Close to fair value, balanced risks near term, but we remain bearish further out.China matters despite decoupling optics, could further restrain near-term USD sell-off.
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Global Emerging Markets Weekly USD’s summer soft spot for EM

The View: USD’s summer soft spot for EMEM investors remain focused on whether EM assets can benefit from further USD
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Low-income core consumer pressures 2Q comp, see continued risks; Underperform

F2Q adj. EPS $1.70 & comps +0.5% below estsDollar General’s (DG) 2Q adj. EPS of $1.70 was below our $1.84 est. and the Street at
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Active managers’ holdings update What are your neighbors doing?

2Q trades: LOs bought Comm. Svcs., sold cyclicalsOver the last quarter, long-only funds (LOs) increased their relative weight in
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