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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
海外研报
2024年09月09日
GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls
Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm
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2024年09月09日
GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA
Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
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2024年09月09日
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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2024年09月09日
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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2024年09月06日
The Harris Bounce 011
With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
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2024年09月06日
Trade Close: Close Options Recommendation SHW, MRVL and DELL
We close our recommendation to buy SHW calls. We close our 7-Aug, 2024
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2024年09月06日
BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
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2024年09月06日
he Election and the Economy
We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force
海外研报
2024年09月06日
