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Stronger Asian currencies heading into Powell’s Jackson Hole Speech

Asian FX continued to strengthen against the Dollar this week ahead Powell’s keynote speech in the Jackson Hole Symposium on Friday evening. This week
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Budget - Fiscal prudence through reduced capex

The first budget of the newly elected government has chosen to maintain a conservative fiscal approach, despite President-elect Prabowo Subianto suggesting a departure from
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In the middle of the USD smile

The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.
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Tariffs and the quest for new markets to drive ODI

China’s latest balance of payments (BOP) data shows that its net direct investmentoutflows (outward minus inward FDI) have picked up very quickly to a historical high.
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The Euro’s powering a balance of payments boom

My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
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$hort term stretched, medium term is not

View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair
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US Treasury futures: calendar rolls outlook, September-December 2024

RecommendationsTU – Mildly bearish. Positioning is bearish due to record-high asset manager net positioning in the sector. TU roll will likely be sensitive to risk events and front-end moves, including a
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Weekly automotive pit stop

We believe the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
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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
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Global macro: Too far, too fast? (2)

In Global macro: Too far, too fast?, dated 5 August, wenoted that the US Federal Reserve, on average across
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