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US--Highly anticipated jobs report offers no definitive signal for September FOMC

The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.
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JPM_Flows & Liquidity What do markets expect ahead of the US jobs report

Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
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JPM_Japan_Equity_Strateg

Following the release of US employment data September 6, the yen strengthened to the ¥142/$ level and Nikkei 225 futures fell more than 3% over the weekend. Japanese
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JPM_US Market Intell Afternoon Briefing

US: Stocks rebounded from last week's selloff, There was no particular catalyst behind today'srally given the relatively quiet macro calendar. The recovery today was fairly broad-based: 83% ofthe SPX stocks closed in the green with all 11 sectors
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MS--Morgan Stanley Global Macro Forum

= Analysts employed by non-U.S. affiliates are not registered withFINRA, may not be associated persons of the member and may not be
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MS - AlphaWise US Consumer Pulse Survey Wave

Improved Further. Consumer confidence in the U.S. economic outlook rose again with 42% of consumers expecting the economy to get better in the
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Nomura Quant Insights

Best to keep an eye on macro hedge funds' continued bullishness on US equitiesIn the US, the S&P 500 continued its slide yesterday. It looks as though in the run-up to
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GS--Optimal Overwrites this week (09-Sep-24)

S&P 500 average stock 1-month implied volatility was up 5 points to 28 (72nd %-ilevs the past year) while the S&P 500 average stock 1-month realized volatility was
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PREVIEW_-_ECB_Policy_Announcement_due_Thursday_12th_September

PRIOR MEETING: As expected, the ECB opted to stand pat on rates following its 25bps reduction in June. In the accompanying policy
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RBC_Gold Assayer Riding the High – September 2024 Issue

Gold prices are highly data dependent on a daily basis, and at the same time also riding the high of a confluence of supportive narratives. Rate
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