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US Economic Weekly Slow and steady, not fast and furious

Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was
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The Treasury cash-futures basis ischeap

The reason for these high expected returns-or, put slightly differently, thecheapness of the Treasury basis -likely stems from the recent increase in marketvolatility and ongoing concerns about funding pressure. As the chart shows,
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LONG CARRY, SHORT TREND

Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual
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TECHNICAL ANALYSIS

2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
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Monetary Policy Expectations Analysis

The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
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GS--China: Soft money and credit data in August

August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
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GS--Aligning our sector recommendations with the macro environment

We update our sector recommendations. We turned more“defensive” early in the summer, in response to the recent
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All That Glitters

Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
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BofA - Gonzalo Asis - Trading Catalysts Uncertainty removed. What’s ahead for equities_20240922

Economics: First cut, now back to data-dependence The Fed cut rates by 50bp last week as it seeks to recalibrate policy to a more neutral
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China_s_stimulus_package_ten_reactions

Today’s announcement confirms our view that the Fed cut has opened the door for monetary policy injection. The People’s Bank of China
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