Seven Things You Need To Know, From Goldman's Trading Desk

From Goldman FICC trader Bobby LIen

Seven things you need to know:

  1. Payrolls soft, but not soft enough for 50bps Fed cut

  2. GS Weekend – FX, equities, rates; Weekend macro call

  3. GS currencies + EM Virtual Symposium – 11-13 Sep – pls register

  4. OPEC+ extends voluntary cuts – still downside risks to our 70-85 Brent range

  5. PBOC Official sees room to ease RRR again (BBG)

  6. THB Views – equities inflows (highest since Dec 2022) extends THB rally

  7. Proposed changing weighting methodologies for US equity benchmarks

via September 9th 2024