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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 &
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The White House and the Dollar

Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration
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Time to Enter UST Steepeners

After having adopted a neutral stance on the US yield curve for much of the past year, we believe now is the time to enter US
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What's Priced In? Boom or Bust?

We analyze where cross-asset valuations are after the sell-off and rebound. While a shallow cutting cycle supports risk, we
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Asia-Pacific Inflation Monitor: Uptick in July

This publication summarizes regional and economy-specific inflation data across nthe Asia-Pacific economies we cover. The latest data points are for July 2024 in
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High Frequency Monitor Safety net

Global equities rallied on a prospective Fed rate cutThe MSCI AC World Index rallied +1.7% last week on expectations the US Fed rate cut
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Volatility Review

On Aug $* the VIX saw its largest ever intraday spike, driven by the largemarket sell-off, investor panic, a shift in short-dated volatility positioning, andlow liquidity during the pre-market session.
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Extraordinary Dividend Potential Remains Intact; Upgrade to Overweight

PBR's investment case remains centered on shareholder remuneration, which — for better or worse — is directly tied to
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Post 2Q24: Q224 Retail +18% cFX - Prada robust and Miu Miu acceleratio

H124 Sales +3% ahead of VA Consensus; EBIT 4% ahead:Ongoing outperformance in 2Q24 retail sales +18% (no
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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
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