海外研报

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,

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

FX Pulse

US ISM mfg on Tuesday, JOLTS job openings on Wednesday, ISM services on Thursday, NFP on Friday. Eurozone 2Q labour costs on Friday. BoC f/c to cut 25bp to 4.25% on Wednesday. Chile CB f/c -25bp on Tuesday, Poland status quo

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