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DB--Expecting a Seasonally Calm F1Q with Gusts of OCI

Consistent with typical seasonality, F1Q looks to have been a relatively quiet quarter and the focus going into results next Monday will again be on the pace of new OCI
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BD--ECB Preview: If it ain’t broke

On 12 September we expect the ECB to cut rates 25bp to 3.50%. This confirms that June was not a one-off insurance cut and the ECB is in the
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DB--Checks indicate AI monetization

Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also
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BofA The Flow Show - Fifty Trades of Decay

4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.The Biggest Picture: the “rich” e.g. Ferrari at all-time high vs the “poor” e.g. Dollar
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BNP Paribas Global Macro CTA Tracker

Our Global Macro CTA Tracker aims to provide an insight into the average CTAtrend-following strategy, by simulating a cross-asset portfolio strategy that
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Barclays_This is it (or maybe not)_20240906

The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
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Barclays_Global Economics Weekly Easing time has come

Easing time has comeWhile the US jobs report did not bring final clarity on the size
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GS--Asian equities fell by 2%, dragged down by North Asian markets

MXAPJ -2%, dragged by Korea (-6%), Taiwan & China (-3%),while Thailand posted a 6% gain. Financials and software
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GD-August Employment Data Will Keep Fed At 25 But It Should Not

August employment data continue the portrayal of an economy running out the string, nearing an inflection point.Yes, August was an uptick from June and July, but given the combined 86,000 downward revision to those months,
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FOREIGN INVESTORS SKIP A HIGH GROWTH STORY

Despite India’s relatively fast-paced GDP growth and stable macroeconomic parameters, foreign investment has been lacking in terms of both long-term FDI as well as short-term FII
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