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June payrolls preview: The job market continues to hum along
Cooling but not coolWe forecast nonfarm payrolls rose by a solid 200k in June, a 72k decline from the 272k
海外研报
2024年07月04日
GBP: mind the black hole
The GBP rally – which has come to define the G10 FX market so far this year –has lost momentum of late amidst returning risk aversion. The GBP has been
海外研报
2024年07月30日
A hike, a hold and a cut
Central banks are in sharp focus this week. The Fed (Wed) has little upside to do anythingmore than hint that a September cut is on track. For the BoJ (Wed), we maintain our out-ofconsensus call for a 25bp
海外研报
2024年08月02日
UK—July Inflation and June Labour Market Preview
BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in
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2024年08月10日
What next after a volatile week for markets?
The period of relative calm for markets came to a screeching halt overthe last week or so. But while recent market moves have been dramatic,
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2024年08月14日
US MARKET INTELLIGENCE:MORNING BRIEFING
US: Futs are flat into NVDA earnings this afternoon; NVDA is +31bps pre-mkt with the balanceof Mag7 performing similarly and Semis are also bid. Bond yields are lower in the front-endwith 10Y unchanged. USD is looking to reverse yesterday's gains as
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2024年08月29日
Low-income core consumer pressures 2Q comp, see continued risks; Underperform
F2Q adj. EPS $1.70 & comps +0.5% below estsDollar General’s (DG) 2Q adj. EPS of $1.70 was below our $1.84 est. and the Street at
海外研报
2024年09月02日
