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Fed to start with 50bp cuts in rapidly weakening labor market
CITI'S TAKEFor some time we have highlighted risks that a gradual weakening in thelabor market would at some point turn more rapid, This is much moreevident in July employment data, with the unemployment rate rising to4.3% alongside a more notable
海外研报
2024年08月05日
Daily and weekly indicators for the US economy
Torsten Slok joined Apollo in August 2020 as Chief Economist and he leads Apollo's
海外研报
2024年08月05日
Earnings Tracker: Mixed season, but stock misses heavily penalised
Almost 60% of the companies we expect to include in ourearnings tracker have reported. Overall, we expect to include
海外研报
2024年08月05日
Global Credit Trader The growth scare comes for credit too
An earlier than expected growth scaren A series of weaker than expected data releases, including the July employment
海外研报
2024年08月05日
Global Economics Wrap-Up: August 2, 2024
Former US President Donald Trump’s proposed tariffs are likely to accelerateshifts in the allocation of global trade:o We use product-level variation in tariff rates and trade patterns to estimate
海外研报
2024年08月05日
Global FX Trader Running Late?
USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
海外研报
2024年08月05日
GS TWIG Notes: This Week in Global Research - August 2, 2024
Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it
海外研报
2024年08月05日
1QFY25 earnings improved this week with beats ahead of misses
Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
海外研报
2024年08月05日
A Question of Pace
With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报
2024年08月05日
WBD & PARA Credit: Another 'Spin' on Our Cautious Views
Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
海外研报
2024年08月05日
