海外研报
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Bullish confirmation from rates and technicals
At NDR, we do not hang our hat on any one indicator. We find a mosaic approach of
海外研报
2024年09月05日
Falling rates saving an otherwise ugly valuation picture
Actions have consequencesThe S&P 500 Index gained 18.4% year-todate through August, the best first eight months of the year since 2021, the secondbest this century, and the 12th best since
海外研报
2024年09月05日
Less concentration, more breadth improvement ahead?
When market breadth is improving, the message is that an increasing number of
海外研报
2024年09月05日
Trend evidence still bullish but aware of cycle composite
Before I get into the current trend evidence, I wanted to take a look at the macro and
海外研报
2024年09月05日
When do equity investors need to worry about a recession?
Chicken and eggRecession fears have been at the forefront of investors’ minds for nearly three years.
海外研报
2024年09月05日
Why the BoJ isn’t done raising rates
August 5 was an ugly day, especially for Japan. The Nikkei 225 dropped 12.4%, more than any
海外研报
2024年09月05日
Yield drop drives gold to records, dollar into downtrend
When we say “Don’t Fight the Fed,” one of NDR’s Rules of Research, we typically
海外研报
2024年09月05日
Nonfarm payroll in focus
Markets will focus on the August employment report this Friday as a key data point
海外研报
2024年09月05日
Oil Tracker: Upside Risks to Non-OPEC Supply From Company Data
The Brent crude price hit a new year-to-date low on Tuesday as Libya oil productionmay recover sooner given a reportedly nearing potential truce and as commodity,
海外研报
2024年09月05日
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09月05日
