External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

External broker reports(aggregated public sources)

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

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<ul><li>Highlights: GLOBAL US inflation remained moderate in July</li><li>China’s economy is faltering: trade slumps and fears of deflation grow</li><li>The UK economy rises at an unexpectedly fast rate</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.

Highlights: GLOBAL US inflation remained moderate in JulyChina’s economy is faltering: trade slumps and fears of deflation growThe UK economy rises at an unexpectedly fast rateContent 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.

BRI Danareksa Debt Research, Weekly Report, August 15, 2023

<ul>
<li>US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY.</li>
<li>Monthly inflation stood at 2% MoM, same with June increases.</li>
<li>The last reading marked the first acceleration in 13 months, followed a 3.0% in June 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.


US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY.
Monthly inflation stood at 2% MoM, same with June increases.
The last reading marked the first acceleration in 13 months, followed a 3.0% in June 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.

BRI Danareksa Debt Research - Weekly Report (August 15, 2023)

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.

Macroeconomics

<ul><li>Broader bearish USD sentiment has moderated somewhat, the latest positioning data from the CFTC shows.</li><li>Non-Commercial Accounts cut short USD positioning by a little over USD3.4bn in the week through Tuesday, taking the aggregate bear bet on the USD versus the major currencies back to USD15.8bn.</li><li>Data shows that Real Money Accounts trimmed their overall short USD position USD2.4bn to USD38.9bn over the week while Leveraged Accounts lifted their (modest) short USD position by USD2.5bn to USD4.8bn.</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.

Broader bearish USD sentiment has moderated somewhat, the latest positioning data from the CFTC shows.Non-Commercial Accounts cut short USD positioning by a little over USD3.4bn in the week through Tuesday, taking the aggregate bear bet on the USD versus the major currencies back to USD15.8bn.Data shows that Real Money Accounts trimmed their overall short USD position USD2.4bn to USD38.9bn over the week while Leveraged Accounts lifted their (modest) short USD position by USD2.5bn to USD4.8bn.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 Moderates

FX & Rates

<ul><li>The CAD is heading for a fourth, consecutive lower weekly close on the USD, although the USD may end today well below its high point of the week reached on Tuesday.</li><li>It’s summertime, and markets are thin which may help explain the CAD’s recent disappointing performance.</li><li>Local USD sellers have emerged to take advantage of this week’s USD’s advance this week and place hedges. </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 CAD is heading for a fourth, consecutive lower weekly close on the USD, although the USD may end today well below its high point of the week reached on Tuesday.It’s summertime, and markets are thin which may help explain the CAD’s recent disappointing performance.Local USD sellers have emerged to take advantage of this week’s USD’s advance this week and place hedges. 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.

CAD Weekly Outlook - CAD Stretches Undervaluation

External broker reports(aggregated public sources), Nordea

Nordea

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>In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays.</li><li>Reduced ECB buying and a rate hike pause while long-term inflation expectations rise suggest "risk-premium".</li><li>Tighter covered spreads=True</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.

In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays.Reduced ECB buying and a rate hike pause while long-term inflation expectations rise suggest "risk-premium".Tighter covered spreads=TrueContent 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.

SEK rates weekly: Bond issuance about to level up

United States

The US dollar is the official currency of the United States of America.

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USD (USD CURNCY)

BRI Danareksa Debt Research, Weekly Report, August 15, 2023

US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY. Monthly inflation stood at 2% MoM, same with June increases.

BRI Danareksa Research

BRI Danareksa Debt Research - Weekly Report (August 15, 2023)

US inflation remained moderate in July US CPI climbed 3.2% YoY in July 2023, less than consensus of 3.3% YoY. Monthly inflation stood at 2% MoM,...

BRI Danareksa Research

Weekly CFTC Sentiment Report - Bearish USD Sentiment Moderates

Non-Commercial Accounts cut short USD positioning by a little over USD3.4bn in the week through Tuesday, taking the aggregate bear bet on the USD

Scotiabank

CAD Weekly Outlook - CAD Stretches Undervaluation

The CAD is heading for a fourth, consecutive lower weekly close on the USD, although the USD may end today well below its high point of the week...

Scotiabank

SEK rates weekly: Bond issuance about to level up

In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays. Reduced ECB buying and a rate hike pause...

Nordea

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