海外研报

Even lower than we expected

This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,

GS--Greater China Semis: August: IC production +18% YoY

August data (Exhibits 1-4): IC (integrated circuits) production growth at +17.8%

Japan_ Kishida’s Abenomics and New Capitalism successor Takaichi vs. pseudo regime changer Ishiba

The Kishida administration inherited and developed Abenomics (bold

FX Weekly--Like bulls in a China shop

Investors are bulled up. The Fed’s jumbo-sized 50bp rate cut has been

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed

The Emperor’s New Clothes

The “big” news on the week, at least the news that seemed to move markets the most, was

UBS--European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events

UBS--European Contextual Diary The Week Ahead002

In this note we preview the coming week's corporate eventsBelow we highlight three key events for next week. Please see this Excel for a full list o

GS--China Smartphones: Aug shipments +18% YoY; 8M24 +14% YoY

August smartphone shipments in China were +18% YoY, leading to 8M24

Inflation-linked Focus

This morning, France’s inflation surprised strongly to the downside, with