海外研报
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Hong Kong: PMI roughly unchanged in August
The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) edged down to 49.4 in August from 49.5 in
海外研报
2024年09月05日
If this is September, wait for November Global Daily
It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.
海外研报
2024年09月05日
Intraday FX View
What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break
海外研报
2024年09月05日
Overview – Retail Trading
For the latest data, including intraday updates, visit Investable AI/Data Analytics.
海外研报
2024年09月05日
Thoughts on the Pullback; Positioning intel; GTLB, ZS
Lots of questions yesterday about the Al/Semis pullback/vol shock, Really still no consensus explanation, but a few thingskept coming up in conversations: 1) In the wake of some earings disappointments (particularly memory -- and with that
海外研报
2024年09月05日
Mizuho EMEA G4 Forecast Update
August was a bad month for the greenback with both EUR/USD and GBP/USD making yearto-date highs during the month, as investors await the start of the Fed’s easing cycle. USD/JPY
海外研报
2024年09月05日
Foreign Exchange Outlook
A BUSY SEPTEMBER WITH POTENTIAL VOLATILITYAfter the turmoil at the start of August risk appetite rebounded sharply and we start
海外研报
2024年09月05日
Weekly Warm-up: Happy "Labor" Day
Mixed Signals...The correction in stocks in July/early August was due to several factors, with the most important one being softer-than-expected
海外研报
2024年09月05日
Bullish confirmation from rates and technicals
At NDR, we do not hang our hat on any one indicator. We find a mosaic approach of
海外研报
2024年09月05日
Falling rates saving an otherwise ugly valuation picture
Actions have consequencesThe S&P 500 Index gained 18.4% year-todate through August, the best first eight months of the year since 2021, the secondbest this century, and the 12th best since
海外研报
2024年09月05日
