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Trade Close: Close Options Recommendation

We close our recommendation to buy SO calls. We close our 31-July, 2024recommendation to buy SO 9-Aug Weekly $84 calls at a gain following their
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Weak jobs report could put 50bp cut on the table

The July employment report was a weak one across the board, with downside surprises in just about every key metric. If there were any
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CQ2 Public Cloud Update; Steady Growth in Q2, Capex Remains Top of Mind 

CQ2 showed sequential growth improvements for AWS and GCPwhile Azure was steady (when adjusting for the leap year). A
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US Rates Watch Fed funds: higher when FHLB discos rise

Fed funds will rise with FHLB discount note ratesClients have increasingly asked: when will the effective federal funds (FF) rate rise? Our answer
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Fed to start with 50bp cuts in rapidly weakening labor market

CITI'S TAKEFor some time we have highlighted risks that a gradual weakening in thelabor market would at some point turn more rapid, This is much moreevident in July employment data, with the unemployment rate rising to4.3% alongside a more notable
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The US consumer today vs. tomorrow through the lens of micro company and macroeconomic datapoints

The July jobs report showed a larger-than-expected deterioration in the US labor market. Investor concerns over the health of the US consumer have
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Barclays Equity Factor Monitor

Updated monthly holdings and performance stats for ourequity factor baskets across the US & Europe are presented
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What Are Surprising Macro And Micro Takeaways From Earnings Thus Far?

This week in the Pulse, we ask our senior analyst team to reflect on macro themesthat have surprised us during earnings. Additionally, we ask the team to discuss an
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1QFY25 earnings improved this week with beats ahead of misses

Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
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Rate Cuts and Recession Risk After the July Employment Report

The July employment report was weak across the board, with soft gains in bothpayroll and household employment and another 0.2pp increase in the
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