海外研报

Precious Metals Trading Desk View

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

Global Asset Allocation Views

In brief• With downside risks to the economy mitigated by the Federal Reserve’s

Payloads and Payrolls-Global Daily

Market commentsMarkets remain concerned by developments in the Middle East. This morning oil prices were

GS--Q&A on Risks to Supply in the Middle East

Brent crude oil prices have risen 10% to $78/bbl since Tuesday as the market

GS--Implications of higher corporate taxes in France

Last week, Prime Minister Barnier said that he was

UBS-- Emerging Markets Bond List

Petroperu updatePetroperu is wholly owned by the Republic of Peru (Baa1/Stable, BBB-/Stable, BBB/Negative),

GS--F1Q25 Earnings Review: Several puts and takes in F1Q

We see several puts and takes as we step away from NKE’s F1Q25

UBS--Emerging market equities

We rate emerging market stocks as Neutral in our global equity

UBS--Saudi Arabian credit: Flagship EM debt issuers

Saudi Arabia is the largest constituent in the flagship

GS--MSCI EM Closed flat w/w, while China Rally Extended Further

Performance: MSCI EM was flat w/w (vs. MXWO down