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FX View A slow pace of Fed easing wouldn't stop the dollar's fal!
Short-dated Treasury yields are back at the lows they reached during the regional banking crisis last year and are threatening to break decisively below 10-year yields for the first time since
海外研报
2024年09月10日
SocGen - On Our Minds - ECB preview - easy rate decision, tricky outlook
Next week’s policy meeting should deliver the second rate cut of this easing cycle. While inflation data have been broadly in line with expectations, wage and activity indicators
海外研报
2024年09月10日
SocGen - Technical Analysis - 2y UST, 10y UST, 10y Bund, Canada 10y, EURUSD, USDJPY, EURNOK,
2y UST has extended its pullback after faltering near graphical hurdle of 4.11%. It has approached potential support zone of3.55%/3.48% representing lows of 2023. Daily MACD is within deep negative territory denoting a stretched decline, but
海外研报
2024年09月10日
SocGen - Week Ahead in Economics - Should the ECB worry about growth.
The outcome of the ECB meeting on Thursday is an easy call: another 25bp rate cut. But ECB members will have to weigh a tricky outlook featuring sticky wages and services inflation
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2024年09月10日
GS--Sponsor Activity Barometer Issue #28
We update our Sponsor Activity Barometer for the latest weekly datapoints (asof 6 September 2024). This week, our Barometer reading comes in again at +6%
海外研报
2024年09月10日
GS--Taiwan: August Exports—Sustained Strength on Tech and US Demand
Taiwan’s exports rose 8.4% mom sa in August, rebounding sharply from acontraction of 1.7% the previous month. The outcome was well above expectations.
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2024年09月10日
Curvature Securities, LLC September 3, 2024
The SEC dropped a bomb on the market back in 2022. They proposed mandating central clearing in the U.S. Treasury market. The goal was to make the market more secure during times of stress. All
海外研报
2024年09月10日
UBS - Rebecca Cheong - I am turning tactically bearish next 2 months (at least -10%) – IWM,
Over the last two weeks, market internal has deteriorated to be the worst YTD. Current condition is also the most vulnerable in 6 years – which means any small
海外研报
2024年09月10日
US Autos & Industrial Tech_ 2024 Communacopia + Technology conference preview
We will host fireside chats and/or small group meetings with 12 companies (RIVN, F,TSLA, APTV, MBLY, AUR, SYM, CHPT, ST, KEYS, FLEX and VRT) at the Goldman
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2024年09月10日
US Week Ahead_ September 9 – September 15
The key economic data releases this week are the CPI report on Wednesday and theUniversity of Michigan report on Friday. Fed officials are not expected to comment
海外研报
2024年09月10日
