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RBC_The Pulse of the Market Employment Uncertainty Grows, Election uncertainty persists

RBC Capital Markets, LLCLori Calvasina (Head of Global Equity Strategy Research) (212) 618-7634, lori.calvasina@rbccm.com
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SocGen - Credit Strategy Weekly - A tricky start to the month

Equity market woes and concerns over the economy hit risky assets, but credit holds itsground The credit markets faced another bout of volatility and weakness at the start of the
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SocGen - Fixed Income Weekly - One way ticket

With September cuts priced in for the ECB and the Fed the focus is on the pace and magnitude of cuts over the next year. While the markets might be over pricing cuts, it is
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FX View A slow pace of Fed easing wouldn't stop the dollar's fal!

Short-dated Treasury yields are back at the lows they reached during the regional banking crisis last year and are threatening to break decisively below 10-year yields for the first time since
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SocGen - On Our Minds - ECB preview - easy rate decision, tricky outlook

Next week’s policy meeting should deliver the second rate cut of this easing cycle. While inflation data have been broadly in line with expectations, wage and activity indicators
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SocGen - Technical Analysis - 2y UST, 10y UST, 10y Bund, Canada 10y, EURUSD, USDJPY, EURNOK,

2y UST has extended its pullback after faltering near graphical hurdle of 4.11%. It has approached potential support zone of3.55%/3.48% representing lows of 2023. Daily MACD is within deep negative territory denoting a stretched decline, but
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SocGen - Week Ahead in Economics - Should the ECB worry about growth.

The outcome of the ECB meeting on Thursday is an easy call: another 25bp rate cut. But ECB members will have to weigh a tricky outlook featuring sticky wages and services inflation
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GS--Sponsor Activity Barometer Issue #28

We update our Sponsor Activity Barometer for the latest weekly datapoints (asof 6 September 2024). This week, our Barometer reading comes in again at +6%
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GS--Taiwan: August Exports—Sustained Strength on Tech and US Demand

Taiwan’s exports rose 8.4% mom sa in August, rebounding sharply from acontraction of 1.7% the previous month. The outcome was well above expectations.
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Curvature Securities, LLC September 3, 2024

The SEC dropped a bomb on the market back in 2022. They proposed mandating central clearing in the U.S. Treasury market. The goal was to make the market more secure during times of stress. All
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