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All EM Asian markets saw foreign selling this week

Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
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Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color

Correlations and volatility spiked during a dizzying week of sentiment whippingaround on recession risks (still low and still-data dependent, as per the latest from
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The Flow Show The Prime of Strife

Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
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Russia: Inflation rises to 9.1% due to utility increases as expected

Bottom Line: Rosstat published its estimate for July inflation and in line withconsensus and our estimates it was reported at 9.1% yoy. While this was a sharp
海外研报

Global Economic Weekly Unwarranted panic

Weaker than expected US payrolls last week unleashed a market headwind that peaked this Monday. At peak, the rates market priced 140bp of Fed cuts by year-end, effectively
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GS TWIG Notes: This Week in Global Research - August 9, 2024

Labor data, recession risk, the Fed, and the path aheadn In the US, David Mericle raised our 12-month recession odds to 25% (from 10%)
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CAD: still labouring away

Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX
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Higher Than Expected Headline IPCA in July, Firmer Core-Services Momentum

Bottom line: The July IPCA printed at 0.38%, slightly above consensus, mostlydriven by higher-than-expected transportation due to rising gasoline prices and airline
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GEMs Flow Talk The word is resilience

Leverage: Credit markets held in well and support our view that there is little if any leverage in public credit markets. EM and DM spreads held in surprisingly well and
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THE UK ECONOMIC MONITOR

July PAYE employment should gain 30K month-tomonth, while the June jobless rate rises to 4.5%.
海外研报