海外研报

US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024

and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-

Eye on Freight: Thinking Through A Potential Class 1 Rail Strike in Canada

Bottom line: As soon as August 22nd (00:01), the Canadian class 1 rail union laborforce could go on strike given the lack of a labor deal amid ongoing union labor

Tariffs and the quest for new markets to drive ODI

China’s latest balance of payments (BOP) data shows that its net direct investmentoutflows (outward minus inward FDI) have picked up very quickly to a historical high.