海外研报

首页

海内外研报

海外研报

筛选

多选模式

研报种类:

Did the market overshoot?

• The underlying data in Friday’s employment report was

海外研报 2024年08月06日

Market Intelligence: US Morning Update

Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:

海外研报 2024年08月06日

US MARKET INTELLIGENCE:AFTERNOON BRIEFING

US: Stocks closed sharply lower but off their lowest levels. Pre-market, the global selloff startedwith Japan as the NKY fell by 12.4%. The SPX hit a session low of -4.6%, with the ViX spiking to65, up 178% from Friday's close of 23. This was driven by a

海外研报 2024年08月06日

10y JGB auction preview: A highly volatile climate

POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the

海外研报 2024年08月06日

What worsening US jobs data and reports of Fed rate cut mean for Japanese stocks

US jobs data deterioration reverberates across marketsThe July US employment data showed both non-farm payrolls and unemployment rate

海外研报 2024年08月06日

Is this what data-point dependence looks like?

The poor NFP report and 0.2ppt uptick in unemployment rate brought 10Y UST yields to December 2023 lows (3.8%) and ESTR 1YF1Y to 2.08%. Growth factor

海外研报 2024年08月06日

Healthcare Pulse: Oh August... Investor sentiment

Considerations for the XLV @ 10k Feet. Macronarratives got turned on their head yet again with the

海外研报 2024年08月06日

GS Utilities Daily: ENWL sale has positive read across to SSE

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this

海外研报 2024年08月06日