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What Determines Cross-Country Differences in r*? (Daly)

The neutral real rate (r*) – the equilibrium real policy rate that is neitherstimulatory nor contractionary, consistent with output at potential and stable
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SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)

What a week – not only in markets but also in sports. With the Summer Olympics set to conclude on Sunday, it’s been nothing short of
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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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Tech Positioning, Tech Calls, Networking Previews (COHR, FN, LITE), FTNT, WBD, Quanta

My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Day, !'l be backing him up - including sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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JPY’s fast rise to the top

At present, the G10 FX PIX 2.0 signals that the NOK remains oversoldwhile the JPY and CHF remain overbought. We have temporarily
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There’s No Place Like Home: close-out and home repatriation of Yen-funded positions triggers global

Years of negative policy rates enticed Japanese households, pension plans, state-owned banks and the Bank of Japan itself to create what Deutsche Bank estimates as a $20 trillion carry trade0F
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Interest Rates Daily

With summer, and the cusp of Fed easing upon us, lack of market depth has exacerbated market moves. Rates volatility has remained contained.
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What Are Companies Saying?

Consumer Health remains disperse with companies citing various consumer health pictures, often varying by business lines.
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US Week Ahead: August 12 - August 18

Tuesday, August 1306:00 AM NFIB small business optimism, July (consensus 91.5, last 91.5)
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US Pulse: Fed officials view the labour market as healthy

Financial market volatility has eased since the disappointing US nonfarm payrolls (NFP) data for July roiled markets. Better data and Fed speak last
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