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Daily and weekly indicators for the US economy
What are daily and weekly indicators telling us about the US economy?Daily data:
海外研报
2024年08月26日
Intraday FX View
What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break
海外研报
2024年09月05日
GD--JUST ANOTHER RECESSION HEADFAKE?
A running joke in my Chart stories is that I keep being overlooked for the Nobel prize ineconomics. Now – even more outrageous – I discover that some academics took my
海外研报
2024年09月10日
BofA_US Equity Futures Watch_S&P 500 Futures
Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich
海外研报
2024年09月13日
GS--A transition period for reserving: Initiate on Munich Re (Buy
Reinsurers have seen strong 2023 returns continue into 2024The reinsurance subsector’s RoE has been below its cost of equity in four of the last
海外研报
2024年09月19日
Cheatsheet - G10 & EM Week Ahead_ Say cheese
NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL
海外研报
2024年10月01日
JPM_Equity_Strategy_Fadi_2024-09-30
Last week’s rally, induced by a fresh round of China stimulus, has arrested the
海外研报
2024年10月08日
HSBC_China Macro Tracker Fiscal stimulus_ What more to expect_20241002
The policy package thus far has lifted sentiment, but what’s
海外研报
2024年10月11日
