Morgan Stanley Fixed-Global Macro Commentary September 16-110348309
摩根士丹利·2024-09-30 03:25
M Update Global Macro Commentary | Global September 16, 2024 10:37 PM GMT September 16 Soft China activity data; BoC's Macklem does not "want to see more slack" in the Canadian economy; USTs rally amid uncertainty over size of Fed cut; ECB's Lane favors gradual easing; GBP and AUD outperform; RRP below $250bn; DXY at 100.67 (-0.4%); US 10y at 3.18% (-3.4bp). • USD/CNH weakens 0.1% despite soft August China activity data with larger-than-expected declines in industrial production, retail sales, and fixed ass ...