海外研报
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Global Economic Weekly Unwarranted panic
Weaker than expected US payrolls last week unleashed a market headwind that peaked this Monday. At peak, the rates market priced 140bp of Fed cuts by year-end, effectively
海外研报
2024年08月10日
GS TWIG Notes: This Week in Global Research - August 9, 2024
Labor data, recession risk, the Fed, and the path aheadn In the US, David Mericle raised our 12-month recession odds to 25% (from 10%)
海外研报
2024年08月10日
CAD: still labouring away
Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX
海外研报
2024年08月10日
Higher Than Expected Headline IPCA in July, Firmer Core-Services Momentum
Bottom line: The July IPCA printed at 0.38%, slightly above consensus, mostlydriven by higher-than-expected transportation due to rising gasoline prices and airline
海外研报
2024年08月10日
GEMs Flow Talk The word is resilience
Leverage: Credit markets held in well and support our view that there is little if any leverage in public credit markets. EM and DM spreads held in surprisingly well and
海外研报
2024年08月10日
THE UK ECONOMIC MONITOR
July PAYE employment should gain 30K month-tomonth, while the June jobless rate rises to 4.5%.
海外研报
2024年08月10日
Some relief, however the risks still remain
The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报
2024年08月10日
US July CPI preview: Further easing
We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August). • We see risks as roughly balanced and pertaining to shelter, with
海外研报
2024年08月10日
Municipals Weekly Muni rates to ride rogue wave lower
A rogue wave event starts the rigorous phase of rallyThe three-day event of equity and bond market moves post FOMC meeting exhibit all
海外研报
2024年08月10日
