海外研报
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GS--Global equities lost 3.7%, Cyclicals vs
Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator
海外研报
2024年09月10日
MS--PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively Small
Weekly HF Highlights:PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively
海外研报
2024年09月10日
US--Highly anticipated jobs report offers no definitive signal for September FOMC
The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.
海外研报
2024年09月10日
JPM_Flows & Liquidity What do markets expect ahead of the US jobs report
Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
海外研报
2024年09月10日
JPM_US Market Intell Afternoon Briefing
US: Stocks rebounded from last week's selloff, There was no particular catalyst behind today'srally given the relatively quiet macro calendar. The recovery today was fairly broad-based: 83% ofthe SPX stocks closed in the green with all 11 sectors
海外研报
2024年09月10日
MS - AlphaWise US Consumer Pulse Survey Wave
Improved Further. Consumer confidence in the U.S. economic outlook rose again with 42% of consumers expecting the economy to get better in the
海外研报
2024年09月10日
GS--Optimal Overwrites this week (09-Sep-24)
S&P 500 average stock 1-month implied volatility was up 5 points to 28 (72nd %-ilevs the past year) while the S&P 500 average stock 1-month realized volatility was
海外研报
2024年09月10日
PREVIEW_-_ECB_Policy_Announcement_due_Thursday_12th_September
PRIOR MEETING: As expected, the ECB opted to stand pat on rates following its 25bps reduction in June. In the accompanying policy
海外研报
2024年09月10日
RBC_The Pulse of the Market Employment Uncertainty Grows, Election uncertainty persists
RBC Capital Markets, LLCLori Calvasina (Head of Global Equity Strategy Research) (212) 618-7634, lori.calvasina@rbccm.com
海外研报
2024年09月10日
SocGen - Credit Strategy Weekly - A tricky start to the month
Equity market woes and concerns over the economy hit risky assets, but credit holds itsground The credit markets faced another bout of volatility and weakness at the start of the
海外研报
2024年09月10日
