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US--Highly anticipated jobs report offers no definitive signal for September FOMC
The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.
海外研报
2024年09月10日
JPM_Flows & Liquidity What do markets expect ahead of the US jobs report
Market pricing appears to suggest little US recession risk priced in equities and credit while bond and commodity markets seem to price in
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2024年09月10日
JPM_US Market Intell Afternoon Briefing
US: Stocks rebounded from last week's selloff, There was no particular catalyst behind today'srally given the relatively quiet macro calendar. The recovery today was fairly broad-based: 83% ofthe SPX stocks closed in the green with all 11 sectors
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2024年09月10日
MS - AlphaWise US Consumer Pulse Survey Wave
Improved Further. Consumer confidence in the U.S. economic outlook rose again with 42% of consumers expecting the economy to get better in the
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2024年09月10日
GS--Optimal Overwrites this week (09-Sep-24)
S&P 500 average stock 1-month implied volatility was up 5 points to 28 (72nd %-ilevs the past year) while the S&P 500 average stock 1-month realized volatility was
海外研报
2024年09月10日
PREVIEW_-_ECB_Policy_Announcement_due_Thursday_12th_September
PRIOR MEETING: As expected, the ECB opted to stand pat on rates following its 25bps reduction in June. In the accompanying policy
海外研报
2024年09月10日
RBC_The Pulse of the Market Employment Uncertainty Grows, Election uncertainty persists
RBC Capital Markets, LLCLori Calvasina (Head of Global Equity Strategy Research) (212) 618-7634, lori.calvasina@rbccm.com
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2024年09月10日
SocGen - Credit Strategy Weekly - A tricky start to the month
Equity market woes and concerns over the economy hit risky assets, but credit holds itsground The credit markets faced another bout of volatility and weakness at the start of the
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2024年09月10日
SocGen - Fixed Income Weekly - One way ticket
With September cuts priced in for the ECB and the Fed the focus is on the pace and magnitude of cuts over the next year. While the markets might be over pricing cuts, it is
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2024年09月10日
FX View A slow pace of Fed easing wouldn't stop the dollar's fal!
Short-dated Treasury yields are back at the lows they reached during the regional banking crisis last year and are threatening to break decisively below 10-year yields for the first time since
海外研报
2024年09月10日
