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US Daily: July Payrolls Preview (Walker/Rindels)

We estimate nonfarm payrolls rose by 165k in July, below consensus of +175kand the three-month average of +177k. We estimate private payrolls increased
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S&P Global PMI in Line With Expectations

BOTTOM LINE: The ISM manufacturing index declined in July, against consensusexpectations for a modest increase. The composition of the report was weak, as the
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Earnings Tracker: Mixed season, but stock misses heavily penalised

Almost 60% of the companies we expect to include in ourearnings tracker have reported. Overall, we expect to include
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GS TWIG Notes: This Week in Global Research - August 2, 2024

Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it
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How Weak Is the Consumer?

Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
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WBD & PARA Credit: Another 'Spin' on Our Cautious Views

Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
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The Fed Dot Plod

Suddenly everyone is raising the number of Fed cuts this year and early next year. Without a doubt Friday’s job report was Weak with Few Redeeming Qualities. While we argued that the Fed SHOULD
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Trade Close: Close Options Recommendation

We close our recommendation to buy SO calls. We close our 31-July, 2024recommendation to buy SO 9-Aug Weekly $84 calls at a gain following their
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UK Weekly Kickstart Summer data-only update

MSCI disclosureAll MSCI data used in this report is the exclusive property of MSCI, Inc. (MSCI). Without prior written permission of MSCI,
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The US consumer today vs. tomorrow through the lens of micro company and macroeconomic datapoints

The July jobs report showed a larger-than-expected deterioration in the US labor market. Investor concerns over the health of the US consumer have
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