海外研报
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JULY INCOME DATA UNDERSCORE FED'S DILEMMA -- MARKET OVERPLAYING PACE OF CUTS
Somehow or another, despite 800,000 fewer on the payrolls than originally reported, the economy starts Q2 on adecided upbeat. The July personal income data do, however, point up a more important issue for the Fed to balance
海外研报
2024年09月02日
All eyes turn to the jobs report
The August employment report will be in focus, which we see as the key remaining report ahead of the September FOMC. Also on deck are JOLTS
海外研报
2024年09月02日
Australia: CoreLogic House Prices: +0.5% increase in August
Bottom line: Australian capital-city dwelling prices increased +0.5%mom(+7.1%yoy) in August, with ongoing firm growth across Perth (+2.0%mom) and
海外研报
2024年09月02日
Sunday Tea with BNPP: Bracing for impact
We are cognisant of the risks of higher yields and flatter curves temporarily if US data is stronger this week (as we expect it to be).
海外研报
2024年09月02日
US equities: Options to own for next week’s macro data dump
Glut of data: The Sep 6th straddle for SPY is worth ~1.5%, capturing theManufacturing ISM, Services ISM, NFP, JOLTS and Fed Beige Book prints. This
海外研报
2024年09月02日
Active managers’ holdings update What are your neighbors doing?
2Q trades: LOs bought Comm. Svcs., sold cyclicalsOver the last quarter, long-only funds (LOs) increased their relative weight in
海外研报
2024年09月02日
Low-income core consumer pressures 2Q comp, see continued risks; Underperform
F2Q adj. EPS $1.70 & comps +0.5% below estsDollar General’s (DG) 2Q adj. EPS of $1.70 was below our $1.84 est. and the Street at
海外研报
2024年09月02日
Global Emerging Markets Weekly USD’s summer soft spot for EM
The View: USD’s summer soft spot for EMEM investors remain focused on whether EM assets can benefit from further USD
海外研报
2024年09月02日
Global FX weekly What’s next for the USD?
USD. Close to fair value, balanced risks near term, but we remain bearish further out.China matters despite decoupling optics, could further restrain near-term USD sell-off.
海外研报
2024年09月02日
Global Research Unlocked Normalizing consumption keeping inflation civil
Key takeaways• BofA Global Research analysts join the podcast to discuss emerging risks, opportunities and growth themes in global markets.
海外研报
2024年09月02日
