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Refunding recap: bill shift => coupon delay
UST coupon sizes stable, bills to rise in futureTreasury kept nominal coupon sizes stable & modestly increased TIPS sizes at the August refunding, as expected (see UST refunding preview). Three aspects of the
海外研报
2024年08月05日
CP monitor: higher financials supply
Supply: notable pickup in foreign financials CP outstanding has increased $35bn since the end of June, bringing the total to $1.27tn.
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2024年08月05日
US Rates Watch Fed funds: higher when FHLB discos rise
Fed funds will rise with FHLB discount note ratesClients have increasingly asked: when will the effective federal funds (FF) rate rise? Our answer
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2024年08月05日
Fed to start with 50bp cuts in rapidly weakening labor market
CITI'S TAKEFor some time we have highlighted risks that a gradual weakening in thelabor market would at some point turn more rapid, This is much moreevident in July employment data, with the unemployment rate rising to4.3% alongside a more notable
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2024年08月05日
Daily and weekly indicators for the US economy
Torsten Slok joined Apollo in August 2020 as Chief Economist and he leads Apollo's
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2024年08月05日
What Are Surprising Macro And Micro Takeaways From Earnings Thus Far?
This week in the Pulse, we ask our senior analyst team to reflect on macro themesthat have surprised us during earnings. Additionally, we ask the team to discuss an
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2024年08月05日
Earnings Tracker: Mixed season, but stock misses heavily penalised
Almost 60% of the companies we expect to include in ourearnings tracker have reported. Overall, we expect to include
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2024年08月05日
Global Credit Trader The growth scare comes for credit too
An earlier than expected growth scaren A series of weaker than expected data releases, including the July employment
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2024年08月05日
Global Economics Wrap-Up: August 2, 2024
Former US President Donald Trump’s proposed tariffs are likely to accelerateshifts in the allocation of global trade:o We use product-level variation in tariff rates and trade patterns to estimate
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2024年08月05日
Global FX Trader Running Late?
USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
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2024年08月05日
