海外研报
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Treasury Curve: Own 2 -Year/10-Year Curve Steepeners
According to BCA Research's US Bond Strategy service, Friday's employment report caused financiamarkets to price-in some .
海外研报
2024年08月12日
Resist The Urge To Buy The Dip
The risk-off mood that dominated markets on Thursday, Friday and the early stages of Monday's trading amiddismal payrolls, tech earnings and manufacturing PMls seems to have dissipated for the time being. Thepositive signal from July's iSM services
海外研报
2024年08月12日
Month-In-Review: Where Next For BondYields And The Dollar?
The dollar is a buy over the nextsix to 12 months, but a sell over athree-year horizon.The yen has all the catalystsrequired to rally.
海外研报
2024年08月12日
ISM Services PMl At Odds With ManufacturingCounterpart
The lSM services PMl surprised positively in july. The headline index expanded 2.6 ppts to 51.4, reversingMay's fastest pace of contraction in four years.
海外研报
2024年08月12日
Is Gold A Good Place To Hide?
Despite the recent market rout, gold's performance has maintained its leadership position. Global equities arup 7.5% in 2024YTD, global bonds are up 2.6% over the same period while gold prices have rallied by a soli17%. Given our high conviction
海外研报
2024年08月12日
How Deep Will The Recession Be?
According to BCA Research's Global investment Strategy service, the next US recession will not beparticularly deep. However, our colleagues do not buy that structural imbalances are so slight that the USeconomy will avert a downturn
海外研报
2024年08月12日
MXAPJ closed the week flat, led by rebounds in the Greater China markets
MXAPJ closed flat, with Hong Kong & China Offshore (+2%)leading Korea (-4%), Singapore (-3%), and Australia (-2%).
海外研报
2024年08月12日
MONETARY POLICY MATTERS, BUT GROWTH MATTERS MORE
Macro Drivers: Despite the soft payroll numbers, a US recession remains unlikely ◼ Multi Asset: Fed cuts are only good for risk assets when a recession does not follow
海外研报
2024年08月12日
US Weekly Kickstart
The S&P 500 ended flat this week after partially recovering from the steep sell-off that started last Thursday and intensified on Monday. Weak
海外研报
2024年08月12日
UK Weekly Kickstart Summer data-only update
General disclosuresThis research is for our clients only. Other than disclosures relating to Goldman Sachs, this research is based on current public
海外研报
2024年08月12日
