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MS It's Friday … and you still have a job

The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The
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MS - Sunday Start - Constructive outlook turning hazy_20240908

The August US nonfarm payrolls report came in softer than we expected, but not by enough to change our baseline view on the Fed—especially because recent spending
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MS - July Personal Income & Spending

Core PCE prices up 0.16% in July (annual rate at 2.6%Y), in line with expectations. The 3-month pace of core inflation is now at
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MS - Friday Finish - It s Friday ... and you still have a job

The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The
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GS--Japan stocks down sharply on concerns over US economy

TOPIX recovered to the 2,700 mark last Friday for the firsttime since August 1st, and continued to rise early in the
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GS--NIFTY fell 2% this week; We rolled forward NIFTY target from

Performance: NIFTY fell 2% w/w (MXAPJ: -2% w/w).FMCG led (flat w/w), while PSU banks lagged (-5%).
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GS--Global FX Trader Check Your Speed

USD: Toeing a fine line. The incoming data over the past month, including theAugust employment report, clearly points to a slowing US economy with
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FW--ECB & political risks no recipe for EUR selling

FX View: This week the US dollar (DXY) has fallen nearly 1.0% with the initial reaction to the US employment report mixed. The data we believe confirms the .
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AS--First Fridays & Gell-Mann Amnesia Effect

Last weekend’s Fog of War T-Report listed “lack of liquidity” as our number one fear, and even Friday’s .
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MM--FX Daily Snapshot Europe Weekly Focus

The macro backdrop makes it a simple enough decision for the ECB to go ahead with another rate cut at next week’s meeting. Policymakers are likely
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