海外研报
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How Strong Is Job Growth? (Abecasis)
Payroll growth has averaged 170k/month over the last three months. But ninvestors have raised a number of concerns about this seemingly reassuring
海外研报
2024年08月27日
POWELL CONFIRMS THE EASING CYCLE HAS BEGUN
The economy is not now in recession, but when recession is not an option and inflation is low enough with the funds rate 250BP > inflation, employment must become the policy focus. The F
海外研报
2024年08月28日
HOW LOW IS LOW ENOUGH FOR THE FUNDS RATE?
After scuffling around the starting gate of the rate-cut betting race for more than year, market participants finally heard the bell go off on Friday and know the race is on. There are three tiers
海外研报
2024年08月28日
A Fed put doesn’t always mean a USD put
The coming days will see the release of the Fed’s preferred measure of inflation, US core PCE data, as well as Nvidia Corporation’s earnings. So investors are
海外研报
2024年08月28日
Critical stress exits ‘Risk off’, proving yet another contrarian buy signal
CSS proves again to be a contrarian buy-signalAs we suspected on 5-Aug-24 (see our CSS Risk off report), the CSS remains a
海外研报
2024年08月28日
Trading Catalysts NVDA earnings, an underpriced risk
At Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powellwas undeniably dovish, we don’t think he opened the door for 50bp cuts. Elsewhere, the
海外研报
2024年08月28日
