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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
海外研报
2024年08月24日
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
海外研报
2024年08月24日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年08月24日
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
海外研报
2024年08月24日
Continue to Tread Cautiously
We lower our global demand growth forecast from 1.2 to 1.1 mb/d, driven principally by China where lower economic growth, EVs and LNG trucking weigh
海外研报
2024年08月24日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
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2024年08月24日
Impression from Gov. Ueda's Remarks at the House of Representatives: Quick Comment
Ueda's remarks at the House of Representatives in the morning: Gov. Ueda said that "financial and capital markets at home and abroad have still been unstable, so
海外研报
2024年08月24日
Olympic (Services) Inflation Bump
We expect headline HICP to decline to 2.3% in August ... The flash print for euro area HICP inflation for August will be published on Friday, August 30 at 10am UK
海外研报
2024年08月24日
Barbell IG Position Provides Moderate Yield Pickup
With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market
海外研报
2024年08月24日
AI: four scenarios-Special
Summary The economic implications of the AI revolution are uncertain. It may take a decade or two
海外研报
2024年08月24日
