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FX Positioning Update
At present, the G10 FX PIX 2.0 signals that the GBP, JPY and AUD areoverbought. We have temporarily suspended the model’s trading
海外研报
2024年07月23日
Global equities lost 2.1%; Momentum sold-off
Implications of trade policy for global marketsPrediction markets are now assigning a high probability
海外研报
2024年07月23日
GS Economic Indicators Update: Japan Sequential Trimmed Core Inflation Accelerates to 2.1% in June
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报
2024年07月23日
US small cap rotation triggered by macro, boosted by positioning
Russell 2000 has recently recorded the largest two-weekrally against Nasdaq 100 since 2002 (Exhibit 1). The rotation
海外研报
2024年07月23日
June JSDA Trading Volume of Over-the-Counter Bonds
CLEAR SIGNS OF BEARISHNESS ON SUPER-LONG JGBSJSDA Trading Volume of Over-the-Counter Bonds data for June were indicative of most
海外研报
2024年07月23日
Equity Strategy
Q2 reporting season is heating up, Activity was broadly better for the quarter,sequentially, pointing to an improvement in earnings delivery - top chart. This,though, is to a good extent reflected in consensus estimates, where Q2 EPSprojections
海外研报
2024年07月23日
Today's Morning Meeting
quity Strategy(Mislav Matejka,CFA)Q2 Preview: Consensus call for the EPS narrowing between the Mag-7 and rest might still be lackingQ2 reporting season is heating up. Activity was broadly better for the quarter, sequentially, pointing to
海外研报
2024年07月23日
Europe Mon Research Other
The ECB delivered an uneventful meeting with the message of 'data dependenoe' front and canter, although a later headline of'ECB oficlals consider if only one more cut ls feasible in 2024 was a litle confusing. Biden finaly announced he was
海外研报
2024年07月23日
TOP OF THE AGENDA
SPX +1.1%, NDX +1.5%,RTY +1.7%.WTl-31bps at $78.40, NatGas +578bps to $2.25, UKNatGas -155bps to£0.7797,Gold -18bps to $2,397,Silver -34bps to $29.13, 10Y @ 4.253%, andVIX @ 14.91.
海外研报
2024年07月23日
Mexico: Firm Broad-Based May Sequential Real Activity Expansion (Ramos)
Bottom Line: Real activity recorded a 0.75% mom sa variation in May, firmer thanexpectations for a milder 0.55% mom sa increase and more than offsetting the April
海外研报
2024年07月23日
