海外研报
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What worsening US jobs data and reports of Fed rate cut mean for Japanese stocks
US jobs data deterioration reverberates across marketsThe July US employment data showed both non-farm payrolls and unemployment rate
海外研报
2024年08月06日
Is this what data-point dependence looks like?
The poor NFP report and 0.2ppt uptick in unemployment rate brought 10Y UST yields to December 2023 lows (3.8%) and ESTR 1YF1Y to 2.08%. Growth factor
海外研报
2024年08月06日
Healthcare Pulse: Oh August... Investor sentiment
Considerations for the XLV @ 10k Feet. Macronarratives got turned on their head yet again with the
海外研报
2024年08月06日
GS Utilities Daily: ENWL sale has positive read across to SSE
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
Ratings and Target Price Changes - August 5, 2024 as of 5:30 AM ET
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
Global equities lost 2%; Momentum underperformed
Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking
海外研报
2024年08月06日
European Week Ahead: August 5 - August 11
08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)
海外研报
2024年08月06日
Big GBP unwind in broad risk-off
At present, the G10 FX PIX 2.0 signals that the AUD, NZD and NOK areoversold while the CHF and JPY are overbought. We have temporarily
海外研报
2024年08月06日
The Bear Traps Report With Larry McDonald
“The beast inside the market now has the Fed in its grip. The serpent will demand FAR more
海外研报
2024年08月06日
US July jobs report: Broad-based weakening risks steeper cuts
• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point
海外研报
2024年08月06日
