海外研报

Asia Insights

On 26 September, the Politburo of the CCP, China’s ruling party, hosted its September

GS--Global Rates Trader UST-Bund Decompression

The cross-market spread widening between the US and Europe reflects key themes

GS--Global FX Trader The Golden Touch

Our thoughts on CNY, USD, EUR, ZAR, AUD, CHF, NGN, & COFER

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts:

GS--CCCs: Unloved no more

The CCC index has notably compressed vs. the broader HY index, driven largely

Gavekal_Stimulus And Confidence In China_20240926

Party told citizens that China would soon outproduce Britain in steel and the

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or

FX Weekly--JPY vol picks up but what’s changed?

FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the

GS--China’s stimulus and European equities

China announced a combination of easing measures this

MS - Meta Platforms - META Advances its Hardware and Software AI

We highlight 3 key advancements across META's hardware and