海外研报

ADP Employment Below Expectations

BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was

CitiFX Wire | Linear Trading

The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For

GD-August Employment Data Will Keep Fed At 25 But It Should Not

August employment data continue the portrayal of an economy running out the string, nearing an inflection point.Yes, August was an uptick from June and July, but given the combined 86,000 downward revision to those months,

GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA

Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs

GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls

Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm

GS--Asian equities fell by 2%, dragged down by North Asian markets

MXAPJ -2%, dragged by Korea (-6%), Taiwan & China (-3%),while Thailand posted a 6% gain. Financials and software

Barclays_Global Economics Weekly Easing time has come

Easing time has comeWhile the US jobs report did not bring final clarity on the size