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Final Destination--Global Daily
Yesterday, stocks were mostly down, but Nividia was up after refuting its DOJ subpoena story; oillower after an aborted rally; Treasury yields down as the US curve disinverted; and JPY up.
海外研报
2024年09月06日
Taiwan: August Inflation Inches Down
Taiwan’s headline CPI inflation inched down to 2.4% yoy in August from 2.5% theprevious month after three months of acceleration. The outcome was above
海外研报
2024年09月06日
The Harris Bounce--US special 01
With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月06日
Short long summer
Risks remain balanced for EUAs, although we think a move towards (and potentially below) our fair-value 3Q24 price of €70/t is most likely. We think the risks for this
海外研报
2024年09月06日
US Weekly Kickstart
The S&P 500 index reached a new all-time high of 4894 on January 25th while the 10-year Treasury yield has risen by 27 bp YTD to 4.2%. Many
海外研报
2024年09月06日
CitiFX Wire | Linear Trading
The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For
海外研报
2024年09月06日
GD-August Employment Data Will Keep Fed At 25 But It Should Not
August employment data continue the portrayal of an economy running out the string, nearing an inflection point.Yes, August was an uptick from June and July, but given the combined 86,000 downward revision to those months,
海外研报
2024年09月09日
