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Mizuho Daily Currency Watch

Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading
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The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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Ratings and Target Price Changes - July 17, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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Market Comments

Neither was the IMF, who in ‘The World Economy is in a Sticky Spot’ warned upside risks to inflation had increased due to sticky services inflation, raising the prospect of even higher-forlonger rates. Yet their warning
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Rates Strategy Weekly "Hints gleaned from Bond Market Group meetings"

(1) Hints gleaned from Bond Market Group meetingsThe BOJ held a round of Bond Market Group meetings on 9–10 July. Reference materials
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INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.3%, $X5E -0.7%) with CAC (-1.2%)underperforming also today, Luxury (-1.4%), China Exposed Consumer (-1.4%) and BasicResources (-1.7%) reflected concerns around China. ECB Bank Lending
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TOP OF THE AGENDA

.US: Futs are weaker with Tech dragging down SPX/NDX as both Semis and Mag7 are beingsold pre-mkt with ASML -6% onnegative geopolitical headlines; TSM reports tmrw. Pre-mktAAPL, NVDA, TSLA, AMD, MU, AVGO, MSFT, AMAT all down 1.4%
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Charts That Caught My Eye

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research
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Preview: have your hike and eat it too

We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
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