海外研报

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

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,

THE EUROZONE ECONOMIC MONITOR

Destatis confirmed the decline in German GDP in Q2, despite still not publishing services data.

Signals, Flows & Key Data

A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.

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,