海外研报

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts

GS-- China Easing | Datacentres

As trade barriers have risen amid greater levels of geopolitical tension in recent

Ishiba has won the LDP presidency

Ishiba will be slightly hawkish about monetary policy, but the sharp JPY

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