海外研报

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

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,

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

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

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

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

ISM Services Rebounds; S&P Global Services PMI Revised Down But Remains Strong

BOTTOM LINE: The ISM services index increased by more than expected in July.The composition of the report was strong, as the business activity, new orders, and