海外研报
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MARKETS CAN TAKE WEEKS TO REBOUND FROM A VOLATILITY SPIKE
Friday’s weak NFP print put recession risks front and centre. However, one disappointing payrolls release is notenough to declare one: (1) 114k new jobs are consistent with economic expansion; (2) cyclical sectors are still
海外研报
2024年08月06日
GS Utilities Daily: ENWL sale has positive read across to SSE
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
US July jobs report: Broad-based weakening risks steeper cuts
• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point
海外研报
2024年08月06日
Market Intelligence: US Morning Update
Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:
海外研报
2024年08月06日
US MARKET INTELLIGENCE:AFTERNOON BRIEFING
US: Stocks closed sharply lower but off their lowest levels. Pre-market, the global selloff startedwith Japan as the NKY fell by 12.4%. The SPX hit a session low of -4.6%, with the ViX spiking to65, up 178% from Friday's close of 23. This was driven by a
海外研报
2024年08月06日
Healthcare Pulse: Oh August... Investor sentiment
Considerations for the XLV @ 10k Feet. Macronarratives got turned on their head yet again with the
海外研报
2024年08月06日
Obvious trend damage but breadth improves
• Background macro factors like disposable personal income growth
海外研报
2024年08月06日
