海外研报
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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.
海外研报
2024年09月02日
NVDA, OKTA, PNC, XLF and new highs versus new lows
Three stocks, one ETF and another solid breadth indicator
海外研报
2024年09月02日
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
海外研报
2024年09月02日
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
海外研报
2024年09月02日
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
海外研报
2024年09月02日
ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September
BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
海外研报
2024年09月02日
A Little Less Resilient
One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six
海外研报
2024年09月02日
Global Rates Trader Policy Priorities Diverge
Ahead of key US data next week, signals out of the US have furthered the post-JulyNFP theme. Incremental inflation news has reinforced the shift in Fed focus towards
海外研报
2024年09月02日
Latest monthly NISA data still showing strong growth
Summary of the weekTOPIX: 2,712.63 (1.0%) / NK225: 38,647.75 (0.7%)
海外研报
2024年09月02日
Our Global Views on AI
As market volatility has increased, we take a step back to aggregate the views on the AI theme and crucially the Enabler
海外研报
2024年09月02日
