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Stretched positioning a risk to UST market’s favorite trade

Key takeaways• The most notable positioning shift in recent weeks has been the duration bid concentrated at the front end of the curve

海外研报 2024年09月02日

Cheatsheet - G10 & EM Week Ahead: One ring to rule them all

Labor Day means a long weekend in the US and Canada.US NFP, prefaced by JOLTS, ISM services employment, and weekly jobless claims, will be critical for macro sentiment. Fed

海外研报 2024年09月02日

Cross-Asset Weekly

Don’t underestimate the US consumerConcerns about the US consumer's health have risen in recent months as the labour market has cooled. These fears may be

海外研报 2024年09月02日

ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September

BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the

海外研报 2024年09月02日

FX Daily Commentary

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the

海外研报 2024年09月02日

A Little Less Resilient

One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six

海外研报 2024年09月02日

Global FX Trader Waiting for Labor Da(y)ta

Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver

海外研报 2024年09月02日

Global Rates Trader Policy Priorities Diverge

Ahead of key US data next week, signals out of the US have furthered the post-JulyNFP theme. Incremental inflation news has reinforced the shift in Fed focus towards

海外研报 2024年09月02日