海外研报
筛选
FF--Everything as it should b
Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
海外研报
2024年09月10日
GS--Global FX Trader Check Your Speed01
USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with
海外研报
2024年09月10日
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
