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Australian Macro Weekly

A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
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Interest Rates Daily

Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics.  Having front-loaded
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Core CPI expected to have firmed in July

We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in June) inthe release due next week, on August 14. We expect part of the acceleration to have come
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Food for Thought: Sector Selection for Rate Reduction

Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
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Initial claims see more normalization

Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of
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US July CPI preview: Further easing

We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
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The Flow Show The Prime of Strife

Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
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Automotive Industry Weekly automotive pit stop

Valuation update – Pages 9-13We believe that the accompanying valuation framework is one of the most important fundamental fasctors that should be considered when making investment decisions on .
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“If it’s time to get active, what should I buy?”

Stock screens for a cruel summerWith a surge in volatility, elevated near-term risks and a top-heavy index dragged down
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Follow The Flow Nonstop inflows into credit

Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong
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