海外研报

BofA_FX Watch September Canada employment in focus_20241007

USDCAD spot level is now attractive for USD bears

BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006

Equity index futures roll costs for 35 global futures rolls

GS--China H-shares: Semis capacity expansion

We highlight our Buy ideas in H-shares following our A-share picks: (1)

China Resilience - H World Group (HTHT)_ Leading consolidator in a fragmented hotel industry

China Resilience is a series of reports aimed at highlighting Chinese

GS--China Software_ 3Q24 Preview_ Sequential growth on client IT

In 3Q/ 4Q24E, we expect China software companies’ revenues and earnings to

GS--Demand yet to pick up following improving sentiment, while Moutai Price up Rmb100+

The sector’s valuation has rebounded to 20.1x weighted average forward NTM P/E,

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated.

DB CoTD: The payroll cat amongst the pigeons

Good afternoon from Berlin! On the other side of the Atlantic, the shock

FX Model Trend & Strategy02

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

JPM_EMFX_20241007

:tshould have [17.60504 daspii the monuous MFP prin! on Fndry which(this oeportunily lo add lo