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Near-Term EBIT Expectations Still Seem High, but Why We Are Bullish into '25

We see tactical risk to 4Q EBIT but are buyers on weakness into
海外研报

Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable
海外研报

Friday Finish – US Economics | North America Labor of Love

Data this week reinforce our view that the labor market remains
海外研报

Foreign Exchange Outlook

While the US presidential election is not until 5
海外研报

Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报

ME-cio-weekly-letter

Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We
海外研报

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas
海外研报

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –
海外研报

GS--Man Group (EMG.L): Estimate changes ahead of 3Q24 AuM

Ahead of Man Group’s 3Q24 AuM release on 17 October, we update our forecasts to
海外研报

GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market
海外研报