海外研报
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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
GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA
Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
海外研报
2024年09月09日
GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls
Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm
海外研报
2024年09月09日
GS--Asian equities fell by 2%, dragged down by North Asian markets
MXAPJ -2%, dragged by Korea (-6%), Taiwan & China (-3%),while Thailand posted a 6% gain. Financials and software
海外研报
2024年09月09日
Barclays_This is it (or maybe not)_20240906
The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
海外研报
2024年09月09日
