海外研报
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Europe Non Research Other
Not that much to add to yesterday's piece really, enough to make things murky for markets going forward (recession riskiniddleEastUkraine incursion'US politics) that after the huge deleveraging episode post payrols daspite the swift
海外研报
2024年08月14日
US MARKET INTELLIGENCE:AFTERNOON BRIEFING
SPX +1.7%, NDX +2.5%,RTY +1.6%.WTl -200bps at $78.46, NatGas -114bps to $2.16, UKNatGas -82bps to 0.9594, Gold -26bps to$2,466, Silver -45bps to $27.85, 10Y @ 3.847%, andVIX @ 18.12.
海外研报
2024年08月14日
The Weekly Worldview: Rising Central Bank Action
If life were a Greek tragedy, we would call it foreshadowing. In reality, it was an unfortunate coincidence. The BoJ’s website temporarily went down when the policy
海外研报
2024年08月14日
Weekly Warm-up: Valuations Matter and Defensive Quality Is Still the Best Option
Markets are looking for better growth or more policy support to get excited again. We don't see confirming evidence in either
海外研报
2024年08月14日
Economic Insights
Core CPI inflation likely remained weak in July. We expect an increase of just 0.077% m-o-m, similar to the June reading of 0.065% .
海外研报
2024年08月14日
UBS House View Monthly Extended August 2024 - intra-month update
The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as
海外研报
2024年08月14日
Oil Tracker: Positioning: Only Up From Here
The Brent crude price rebounded by 6% from a week ago as broader macro marketscontinued to recover, as solid US activity data shifted energy investors’ focus from
海外研报
2024年08月14日
poast Hoc Ergo Propter Hoc
Stocks struggled for direction yesterday as markets looked ahead to a packed data calendar for the rest of the week. The S&P500 closed flat, the NASDAQ rose 0.21% and the EuroStoxx 50
海外研报
2024年08月14日
TECHNICAL ANALYSIS
2y UST experienced a steep down move after break below multi-month ascending trend line and recently revisited May 2023 low of
海外研报
2024年08月14日
Multi-Asset Strategy Daily
The first hurdle for UK markets – the labour market report – came in this morning. Wage data were in line, with weekly earnings excl. bonus rising 5.4% on a 3M/YoY basis. This seems like good news, as wages are
海外研报
2024年08月14日
