From Goldman FICC trader Bobby LIen
Seven things you need to know:
Payrolls soft, but not soft enough for 50bps Fed cut
GS Weekend – FX, equities, rates; Weekend macro call
GS currencies + EM Virtual Symposium – 11-13 Sep – pls register
OPEC+ extends voluntary cuts – still downside risks to our 70-85 Brent range
PBOC Official sees room to ease RRR again (BBG)
THB Views – equities inflows (highest since Dec 2022) extends THB rally
Proposed changing weighting methodologies for US equity benchmarks