海外研报
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FOMC preview
The June FOMC meeting statement described activity as expanding at a “solidpace," job gains “'strong," and unemployment “low." We don't see any of thatchanging. Since the June meeting the unemployment rate has risen another tick to4.1%, in line
海外研报
2024年07月29日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
海外研报
2024年07月29日
Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought
海外研报
2024年07月29日
Next week...this week
The week ahead is centered around key central bank decisions from the Fed, theBoJ and the BoE.All eyes will be on the Fed on Wednesday given the recent inflation progress in theUS.OurUS economists expect the central
海外研报
2024年07月29日
China: Industrial profits rose sequentially in June
China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial
海外研报
2024年07月29日
Can Tesla execute on its "Autonomy" story?
LLeeaaddiinngg EEVV mmaannuuffaaccttuurreerr bbaacckkeedd bbyy eeccoonnoommiicc MMOOAATTss.. Tesla is a leading global EV manufacturer, backed by its firm market leadership
海外研报
2024年07月27日
Japan Weekly Kickstart Going with the flows
Summary of the weekTOPIX: 2,699.54 (-5.6%) / NK225: 37,667.41 (-6.0%)n Top sectors: Pharmaceuticals, Land Transport
海外研报
2024年07月27日
Frasers Centrepoint Trust
MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
海外研报
2024年07月27日
Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)
n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
海外研报
2024年07月27日
