海外研报
筛选
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年07月29日
Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought
海外研报
2024年07月29日
2024 US Elections – An Early Guide
With Election Day 334 days away, it's likely much will change re: the drivers of the outcome & their market impact.
海外研报
2024年07月29日
US Weekly Prospects
Fed on track for September easeAgainst this backdrop, the FOMC meets next week, Despite afew high-profile calls for the Fed to start cutting next week,that does not appear to be in the cards. Rather, we look foreasing
海外研报
2024年07月29日
refer to the views and observations of the desk.
Positioning + Flows .. not much reprieve last week during what has been one of the more dynamic momentum / positioning drawdowns we’ve
海外研报
2024年07月29日
GS Crypto: Distracted market reaction to US spot ETH ETFs trading debut
Bank of Japan (BOJ) intervention following a softer US CPI on 11th July, was the first time the government was selling into USD weakness (typically the BOJ have
海外研报
2024年07月29日
A few keypieces from GS Sales, Trading, Strategy and Research. Full piece links below or attached.
Waiting to re-engage in USDJPY longs (Mike Cahill) - While we think USD/JPY can probably continue to move back to the 150 level and would
海外研报
2024年07月29日
Global Rates Trader Growth Gains the Upper Hand
Recent moves in the front-end of G10 curves reflect a return to growth as the keyfocus for markets. The earlier part of the year was about inflation progress (or thelack thereof),
海外研报
2024年07月29日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
海外研报
2024年07月29日
