External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

ABN AMRO is a personal bank in the digital age. A bank committed to playing a serious role in society. This digital age helps us to bring banking ever closer to our clients and what they need. Our areas of focus are inclusion, sustainability, social entrepreneurship, innovation, daily banking and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Macroeconomics

<ul>
<li>Kevin Warsh just held a critically important speech at Jackson Hole</li>
<li>Warsh was under pressure, predominantly because of his failure to communicate clearly in the latest FOMC press conference, where he failed to explain why the FOMC held rates steady, despite three dissents, and where he failed to give a clear inflation target</li>
<li>Markets were looking for a clear inflation target, and a framework for understanding his reaction function</li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


Kevin Warsh just held a critically important speech at Jackson Hole
Warsh was under pressure, predominantly because of his failure to communicate clearly in the latest FOMC press conference, where he failed to explain why the FOMC held rates steady, despite three dissents, and where he failed to give a clear inflation target
Markets were looking for a clear inflation target, and a framework for understanding his reaction function

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FOMC Watch – Warsh doubles down, risks crying wolf

External broker reports, Nordea

Nordea

External broker reports

Nordea is the bank in the Nordics dedicated to serving corporations and institutional customers. Our offering includes a diverse range of financing, cash management and payment services, investment banking, capital markets products, securities services and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>The Dutch State Treasury Agency (DSTA) will sell a new 10-year benchmark, maturing on 15 July 2034, for EUR 4 to 6bn via the Dutch Direct Auction on Tuesday 6 February.</li><li>Re-openings during the course of the year are expected to raise the outstanding amount to EUR 12bn.</li><li>The Dutch preliminary funding need for this year amounts to EUR 75.7bn, with total bond funding target set at EUR 40bn, down from EUR 46.3bn in 2023.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The Dutch State Treasury Agency (DSTA) will sell a new 10-year benchmark, maturing on 15 July 2034, for EUR 4 to 6bn via the Dutch Direct Auction on Tuesday 6 February.Re-openings during the course of the year are expected to raise the outstanding amount to EUR 12bn.The Dutch preliminary funding need for this year amounts to EUR 75.7bn, with total bond funding target set at EUR 40bn, down from EUR 46.3bn in 2023.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Equity Bottom-Up

<ul><li>Technically, the SET Index is expected to rise, with the resistance at 1,394 points (75-day EMA)/1,400 points and the support at 1,382 points (25-day EMA)/1,372 points.</li><li>A potential catalyst is the easing stances from the world's major central banks, which are positive for risky assets.</li><li>Any signals favoring an expedited pace of interest rate cuts this year would likely be viewed positively by the market.</li></ul>

Technically, the SET Index is expected to rise, with the resistance at 1,394 points (75-day EMA)/1,400 points and the support at 1,382 points (25-day EMA)/1,372 points.A potential catalyst is the easing stances from the world's major central banks, which are positive for risky assets.Any signals favoring an expedited pace of interest rate cuts this year would likely be viewed positively by the market.

External broker reports(aggregated public sources), Scotiabank

Scotiabank

Scotiabank’s global foreign exchange strategy team provides in-depth regional insights and macro-economic analysis for G10 and advanced economies, Asia Pacific, and Latin America. Find technical and fundamental strategy reports focused on trade ideas, market risks, and the unfolding macro outlook. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

FX & Rates

<ul><li>This week’s CFTC data reflect a deepening of USD bearish sentiment among investors.</li><li>Aggregate USD short positioning by Non -Commercial (speculative) accounts doubled in the week through Tuesday to reach USD6.3bn.</li><li>Additional data shows Leveraged Accounts (hedge funds) reducing net USD longs slightly but exposure is holding close to recent levels.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

This week’s CFTC data reflect a deepening of USD bearish sentiment among investors.Aggregate USD short positioning by Non -Commercial (speculative) accounts doubled in the week through Tuesday to reach USD6.3bn.Additional data shows Leveraged Accounts (hedge funds) reducing net USD longs slightly but exposure is holding close to recent levels.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - Bearish USD Sentiment Grows, JPY Shorts Covered

Germany

The euro is the official currency of the European Economic & Monetary Union. 

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Euro (USDEUR CURNCY)

FOMC Watch – Warsh doubles down, risks crying wolf

Warsh was under pressure, predominantly because of his failure to communicate clearly in the latest FOMC press conference, where he failed to...

ABN AMRO

Bond Watch: Dutch Pick-Up

The Dutch State Treasury Agency (DSTA) will sell a new 10-year benchmark, maturing on 15 July 2034, for EUR 4 to 6bn via theDutch Direct Auctionon...

Nordea

Keep a Close Watch on UK Retail Sales

Technically, the SET Index is expected to rise, with the resistance at 1,394 points (75-day EMA)/1,400 points and the support at 1,382 points...

Krungthai XSpring

Weekly CFTC Sentiment Report - Bearish USD Sentiment Grows, JPY Shorts Covered

Aggregate USD short positioning by Non -Commercial (speculative) accounts doubled in the week through Tuesday to reach USD6.3bn.

Scotiabank

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