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TECHNICAL ANALYSIS
2y UST experienced a steep down move after break below multi-month ascending trend line and recently revisited May 2023 low of
海外研报
2024年08月14日
Global Rates Trader Risk Relaxation
Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
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2024年08月14日
poast Hoc Ergo Propter Hoc
Stocks struggled for direction yesterday as markets looked ahead to a packed data calendar for the rest of the week. The S&P500 closed flat, the NASDAQ rose 0.21% and the EuroStoxx 50
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2024年08月14日
SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
What a week – not only in markets but also in sports. With the Summer Olympics set to conclude on Sunday, it’s been nothing short of
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2024年08月14日
What Determines Cross-Country Differences in r*? (Daly)
The neutral real rate (r*) – the equilibrium real policy rate that is neitherstimulatory nor contractionary, consistent with output at potential and stable
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2024年08月14日
Gaze Into the Data Long Enough...
Friday saw equities continue their recovery from steep selloffs early last week and the preceding Friday. The S&P500 and the NASDAQ both rose by around half a percentage point and the
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2024年08月14日
Oil Tracker: Positioning: Only Up From Here
The Brent crude price rebounded by 6% from a week ago as broader macro marketscontinued to recover, as solid US activity data shifted energy investors’ focus from
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2024年08月14日
The Yen Carry Trade—A Roadblock to BoJ Hikes, Not Fed Cuts (Fishman/Kanter)
The recent sharp appreciation of the Yen coinciding with a spike in cross-assetvolatility has heightened the focus on the “Yen carry trade” and the broader
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2024年08月14日
Don’t throw away a nest egg!
As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to
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2024年08月14日
Consumer Checkpoint Facing hurdles or the high jump?
• Bank of America aggregated credit and debit card spending per household fell 0.4% year-over-year (YoY) in July, compared to a
海外研报
2024年08月14日
