海外研报

Implications of Higher Tariffs for Euro Area and US Monetary Policy

Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.

FX Trade Idea-Sell EUR/USD

towards the bottom of its recent trading range in the coming months due to:1. Paring back of some of the market’s dovish Fed expectations for this

GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities

Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery

GS--Week commencing 23 September 2024

Australia & NZ Economics Analyst: The Millennial Recession (Nixon): Weestimate ‘Millennial’ households have experienced a very sharp decline in their

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

FX--USD: minutes late

Sentiment was mixed during the Asian session. While dovish Fedspeak wassupportive, rising investor concern about China’s growth weighed on sentiment.

SocGen_Americas Cross Asset Monthly_20241009

And just like that … employment risks disappear. A strong labor market and the steady