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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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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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