海外研报

Intraday FX View

What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break

If this is September, wait for November Global Daily

It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.

Hong Kong: PMI roughly unchanged in August

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) edged down to 49.4 in August from 49.5 in

Hidden messages of Jackson Hole 2024: how could the Fed enhance its labour market assessment?

On this second topic discussed at Jackson Hole, two major economists offered both mild critiques of the Fed’s 2021-22 labour market

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 desk