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J.PMorgan US Weekly Prospects
3Q GDP growth tracking stronger on signs of solidconsumer spendingBusiness spending has been more cautious and busi-ness sentiment is downbeat
海外研报
2024年09月02日
Latest monthly NISA data still showing strong growth
Summary of the weekTOPIX: 2,712.63 (1.0%) / NK225: 38,647.75 (0.7%)
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2024年09月02日
Global Rates Trader Policy Priorities Diverge
Ahead of key US data next week, signals out of the US have furthered the post-JulyNFP theme. Incremental inflation news has reinforced the shift in Fed focus towards
海外研报
2024年09月02日
Global FX Trader Waiting for Labor Da(y)ta
Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver
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2024年09月02日
A Little Less Resilient
One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six
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2024年09月02日
FX Daily Commentary
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
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2024年09月02日
ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September
BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
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2024年09月02日
Cross-Asset Weekly
Don’t underestimate the US consumerConcerns about the US consumer's health have risen in recent months as the labour market has cooled. These fears may be
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2024年09月02日
Cheatsheet - G10 & EM Week Ahead: One ring to rule them all
Labor Day means a long weekend in the US and Canada.US NFP, prefaced by JOLTS, ISM services employment, and weekly jobless claims, will be critical for macro sentiment. Fed
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2024年09月02日
Stretched positioning a risk to UST market’s favorite trade
Key takeaways• The most notable positioning shift in recent weeks has been the duration bid concentrated at the front end of the curve
海外研报
2024年09月02日
