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End of Week Market Intelligence: flattish

what’s in a friday?A week after last Friday’s July unemployment report raised concerns about the US
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How to Navigate Summer Volatility?

The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where
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Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption

The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.
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Global FX Trader Too Much Shade on the Carry Trade

n JPY: Carry not so scary. Since the sharp sell-off in USD/JPY that started onFriday and accelerated through Monday alongside broader market volatility, the
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It's positioning, stupid!

US jobless claims were down by 17,000 to 233,000 in the week that ended 3 August. The drop was
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Global Rates Trader Risk Relaxation

Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
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Assessing Market Volatility | Oil Views | European Banks

Since the US July employment report last Friday (Aug 2), there has been heightenedmarket volatility particularly in the US and Japan, with the latter mainly impacted by
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GS TWIG Notes: This Week in Global Research - August 9, 2024

Labor data, recession risk, the Fed, and the path aheadn In the US, David Mericle raised our 12-month recession odds to 25% (from 10%)
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Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color

Correlations and volatility spiked during a dizzying week of sentiment whippingaround on recession risks (still low and still-data dependent, as per the latest from
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FX Focus India: Will INR weaken further?

We have received increasing client questions on whether INR could turn sharply weaker, or continue to weaken for that matter.
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