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Is this what data-point dependence looks like?

The poor NFP report and 0.2ppt uptick in unemployment rate brought 10Y UST yields to December 2023 lows (3.8%) and ESTR 1YF1Y to 2.08%. Growth factor
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Hong Kong: PMI rose in July

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) rose to 49.5 in July from 48.2 in June. Among
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Healthcare Pulse: Oh August... Investor sentiment

Considerations for the XLV @ 10k Feet. Macronarratives got turned on their head yet again with the
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GS Utilities Daily: ENWL sale has positive read across to SSE

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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Ratings and Target Price Changes - August 5, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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Global equities lost 2%; Momentum underperformed

Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking
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European Week Ahead: August 5 - August 11

08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)
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Trading Catalysts It’s the Fed now

Equities: Is the Fed put alive? The July jobs report came in below our goldilocks range for equities (+150K, +/- and financial markets indicate that the risk is no longer balanced between growth and
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Big GBP unwind in broad risk-off

At present, the G10 FX PIX 2.0 signals that the AUD, NZD and NOK areoversold while the CHF and JPY are overbought. We have temporarily
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The Bear Traps Report With Larry McDonald

“The beast inside the market now has the Fed in its grip. The serpent will demand FAR more
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