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ADP Employment Below Expectations
BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
海外研报
2024年09月06日
CitiFX Wire | Linear Trading
The market seems to still have an appetite to sell USD on the basis that unless Friday’s number is a super strongoutcome, then the August narrative can reassert itself, and the unwind of 2024’s dollar long overhang can continue. (For
海外研报
2024年09月06日
GD-August Employment Data Will Keep Fed At 25 But It Should Not
August employment data continue the portrayal of an economy running out the string, nearing an inflection point.Yes, August was an uptick from June and July, but given the combined 86,000 downward revision to those months,
海外研报
2024年09月09日
Barclays_Global Economics Weekly Easing time has come
Easing time has comeWhile the US jobs report did not bring final clarity on the size
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2024年09月09日
Barclays_This is it (or maybe not)_20240906
The oil sell-off has accelerated recently, growing the disconnectwith spot fundamentals. Indeed, speculative positioning hit a
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2024年09月09日
BNP Paribas Global Macro CTA Tracker
Our Global Macro CTA Tracker aims to provide an insight into the average CTAtrend-following strategy, by simulating a cross-asset portfolio strategy that
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2024年09月09日
BofA The Flow Show - Fifty Trades of Decay
4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.The Biggest Picture: the “rich” e.g. Ferrari at all-time high vs the “poor” e.g. Dollar
海外研报
2024年09月09日
DB--Checks indicate AI monetization
Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also
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2024年09月09日
BD--ECB Preview: If it ain’t broke
On 12 September we expect the ECB to cut rates 25bp to 3.50%. This confirms that June was not a one-off insurance cut and the ECB is in the
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2024年09月09日
DB--Expecting a Seasonally Calm F1Q with Gusts of OCI
Consistent with typical seasonality, F1Q looks to have been a relatively quiet quarter and the focus going into results next Monday will again be on the pace of new OCI
海外研报
2024年09月09日
