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All eyes turn to the jobs report

The August employment report will be in focus, which we see as the key remaining report ahead of the September FOMC. Also on deck are JOLTS
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JULY INCOME DATA UNDERSCORE FED'S DILEMMA -- MARKET OVERPLAYING PACE OF CUTS

Somehow or another, despite 800,000 fewer on the payrolls than originally reported, the economy starts Q2 on adecided upbeat. The July personal income data do, however, point up a more important issue for the Fed to balance
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What happened to the term premium?

The term premium is one of the most important parameters for investment andfunding decisions, but nobody knows its size. Our revised approach reduces
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UK Weekly Kickstart Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
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we prefer Europe and the UK despite Japan structurally getting better

For EAFE or US international portfolios, Japan versus Europe is the most important regional decision. We downgrade Japan to underweight in local-currency terms
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Trade Close: Close Options Recommendation on AFRM

We close our recommendation to buy AFRM calls. We close our 21-Aug, 2024recommendation to buy AFRM 6-Sep Weekly $29.5 calls at a gain following their
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Monetary mechanics and Indonesia

If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August
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Core CPI Both Accelerate Above Market Forecast on Weak Yen Effects

BOTTOM LINE: The Tokyo new core CPI (excludes fresh food and energy) came in at+1.6% yoy in August, marking an acceleration of +0.1 pp from +1.5% in July, and
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Hong Kong: Retail sales fell in July

On a month-over-month basis (seasonally adjusted), Hong Kong retail sales declinedin July (-2.0% in value terms, -2.3% in volume terms). Sales value declined
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Hidden messages of Jackson Hole 2024

At this year’s Jackson Hole Symposium, the Fed officially announced that time had come to ease financial conditions. That said, the
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