海外研报
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SALES & TRADING COMMENTARY (Not a product of MS Research) FOR INSTITUTIONAL USE ONLY
The market is struggling with challenges of a semiconductor selloff and broader growth slowdown (related, but not 100% the same) against a backdrop of September
海外研报
2024年09月06日
Final Destination--Global Daily
Yesterday, stocks were mostly down, but Nividia was up after refuting its DOJ subpoena story; oillower after an aborted rally; Treasury yields down as the US curve disinverted; and JPY up.
海外研报
2024年09月06日
Taiwan: August Inflation Inches Down
Taiwan’s headline CPI inflation inched down to 2.4% yoy in August from 2.5% theprevious month after three months of acceleration. The outcome was above
海外研报
2024年09月06日
Short long summer
Risks remain balanced for EUAs, although we think a move towards (and potentially below) our fair-value 3Q24 price of €70/t is most likely. We think the risks for this
海外研报
2024年09月06日
Macro & Strategy
In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
海外研报
2024年09月06日
US Weekly Kickstart
The S&P 500 index reached a new all-time high of 4894 on January 25th while the 10-year Treasury yield has risen by 27 bp YTD to 4.2%. Many
海外研报
2024年09月06日
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
海外研报
2024年09月06日
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
海外研报
2024年09月06日
