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The Fed’s increased room for manoeuvre
On the face of it, Friday’s US payroll data was not that dramatic. But it led to a moderate pickup in Federal Reserve easing expectations which were further increased by today’s lower-than-expected CPI inflation data.
海外研报
2024年07月15日
Gauging Powell’s Confidence
Four central banks will deliver decisions in the wake of Powell’s comments, but none of the ECB, PBOC, BI or
海外研报
2024年07月16日
Weekly IMM FX Positioning
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication may not be considered investment research or an
海外研报
2024年07月17日
Attempted assassination of presidential candidate Donald Trump
On Saturday evening, former President Donald Trump was wounded in anassassination attempt during a campaign rally. A bystander was killed, andtwo others were critically wounded. The assailant was shot dead by securityservices.
海外研报
2024年07月17日
Breaking up
EUA prices are stuck at €65–75/t and are unlikely to shift far out of that range in the coming week. The call option open interest (OI) stack still to be more highly hedged
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2024年07月18日
Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (VLO, MEG.TO)
We update forecasts for MEG.TO and VLO to reflect recent commodity prices forCanada oil and refining indicator margins for Valero. Our price target is unchanged for
海外研报
2024年07月19日
Five TD Sequential signals to know for Q3
Summary: Market timing with TD SequentialOn Thursday July 18th at 12pm NY / 5pm London time we will host a conference call
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2024年07月19日
Global Macro Insight 17 July 2024
Door opening to Fed rate cuts, September eyed• The door is opening for the Fed to begin cutting rates soon, which we expect to start in September (25bp). Q2 inflation data indicate disinflation
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2024年07月19日
Global Credit Trader The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.
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2024年07月20日
Q2’24 Earnings Review: Solid Earnings Result Driven By Subscriber Momentum
Netflix reported a solid Q2 ’24 earnings report driven bybetter-than-expected subscriber growth (driven by strong contentslate & scaling of ad supported tier) with a more mixed picture on
海外研报
2024年07月20日
