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Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年08月29日
THE UNITED STATES ECONOMIC MONITOR
We look for a 0.13% rise in the July core PCE deflator, implying downside risk to the 0.2% consensus.Real consumption probably rose by 0.3% in July,
海外研报
2024年08月29日
THE EUROZONE ECONOMIC MONITOR
Destatis confirmed the decline in German GDP in Q2, despite still not publishing services data.
海外研报
2024年08月29日
Signals, Flows & Key Data
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
海外研报
2024年08月29日
Global FX Positioning: Short DXY Positions Stretched. Broad USD Positioning Short - Not Stretched
In the week ending Friday, August 23, options pricing data indicate investors added long NZD and GBP positions and increased short USD (DXY) positions. In futures,
海外研报
2024年08月29日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
海外研报
2024年08月29日
Softer 2024-25 Growth Outlook; Negative Output Gap; Low FX Pass-Through; Marginally Higher r
Bottom-Line: The 2Q24 Inflation Report (2Q-QIR) is consistent with the policysignals conveyed at the Aug 8 MPC meeting and minutes. The MPC became less
海外研报
2024年08月29日
