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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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2024年09月10日
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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2024年09月10日
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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2024年09月10日
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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2024年09月10日
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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2024年09月10日
UBS - Rebecca Cheong - I am turning tactically bearish next 2 months (at least -10%) – IWM,
Over the last two weeks, market internal has deteriorated to be the worst YTD. Current condition is also the most vulnerable in 6 years – which means any small
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2024年09月10日
US Autos & Industrial Tech_ 2024 Communacopia + Technology conference preview
We will host fireside chats and/or small group meetings with 12 companies (RIVN, F,TSLA, APTV, MBLY, AUR, SYM, CHPT, ST, KEYS, FLEX and VRT) at the Goldman
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2024年09月10日
US Week Ahead_ September 9 – September 15
The key economic data releases this week are the CPI report on Wednesday and theUniversity of Michigan report on Friday. Fed officials are not expected to comment
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2024年09月10日
US_Inflation_Monthly_August_CPI_preview
We expect core Consumer Price Index (CPI) inflation to have risen 0.21% m/m and headline CPI inflation to rise by 0.13% in August. In year-on-year terms,
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2024年09月10日
US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut
US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds
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2024年09月10日
