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Macro Strategy
Markets began to stabilise again yesterday, with the Magnificent 7 (+2.33%)leading the recovery after a 4-day slump last week, The moves came as earningsseason is about to ramp up, with Tesla (+5.15%) and Alphabet (+2.26%) set to bethe first ofthe
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2024年07月24日
Whatever it takes: the 12th anniversary
It was the best of times, it was the worst of times, it was the age of crisis, it was the age of foolishness, it was the epoch of spreads, it was the
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2024年07月27日
Refunding recap: bill shift => coupon delay
UST coupon sizes stable, bills to rise in futureTreasury kept nominal coupon sizes stable & modestly increased TIPS sizes at the August refunding, as expected (see UST refunding preview). Three aspects of the
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2024年08月05日
$hort term stretched, medium term is not
View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair
海外研报
2024年08月24日
