海外研报
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The Fed Dot Plod
Suddenly everyone is raising the number of Fed cuts this year and early next year. Without a doubt Friday’s job report was Weak with Few Redeeming Qualities. While we argued that the Fed SHOULD
海外研报
2024年08月05日
Trade Close: Close Options Recommendation
We close our recommendation to buy SO calls. We close our 31-July, 2024recommendation to buy SO 9-Aug Weekly $84 calls at a gain following their
海外研报
2024年08月05日
UK Weekly Kickstart Summer data-only update
MSCI disclosureAll MSCI data used in this report is the exclusive property of MSCI, Inc. (MSCI). Without prior written permission of MSCI,
海外研报
2024年08月05日
Rate Cuts and Recession Risk After the July Employment Report
The July employment report was weak across the board, with soft gains in bothpayroll and household employment and another 0.2pp increase in the
海外研报
2024年08月05日
The US consumer today vs. tomorrow through the lens of micro company and macroeconomic datapoints
The July jobs report showed a larger-than-expected deterioration in the US labor market. Investor concerns over the health of the US consumer have
海外研报
2024年08月05日
US/Europe Monthly ETF Flow Tracker
Flows into US-listed ETFs accelerated sharply in July to +$89.2bn (vs. $41.9bnin June). Among the broad categories we track, Broad-Based Index Equity ETFs
海外研报
2024年08月05日
Weak jobs report could put 50bp cut on the table
The July employment report was a weak one across the board, with downside surprises in just about every key metric. If there were any
海外研报
2024年08月05日
