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UBS House View Monthly Extended August 2024 - intra-month update
The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as
海外研报
2024年08月14日
Oil Tracker: Positioning: Only Up From Here
The Brent crude price rebounded by 6% from a week ago as broader macro marketscontinued to recover, as solid US activity data shifted energy investors’ focus from
海外研报
2024年08月14日
poast Hoc Ergo Propter Hoc
Stocks struggled for direction yesterday as markets looked ahead to a packed data calendar for the rest of the week. The S&P500 closed flat, the NASDAQ rose 0.21% and the EuroStoxx 50
海外研报
2024年08月14日
Multi-Asset Strategy Daily
The first hurdle for UK markets – the labour market report – came in this morning. Wage data were in line, with weekly earnings excl. bonus rising 5.4% on a 3M/YoY basis. This seems like good news, as wages are
海外研报
2024年08月14日
The Risk Of An Inflation Surprise
Investors are so certain that the Federal Reserve is all set to make aggressive cuts in interest rates, that if July’s CPI release this Wednesday comes in higher
海外研报
2024年08月14日
The Ghosts of August Shall Fade August 2024
The last several weeks have been turbulent for equity markets, and the potential for episodic volatility persists amid concerns such as: the Federal Reserve (Fed)
海外研报
2024年08月14日
Viewpoint by Charts
The first half of 2024 brought plenty of potential headwinds for investors, yet resilient consumer spending, better-than-expected corporate profits, and investors’ unchecked enthusiasm for a handful of technology companies more than overcame those
海外研报
2024年08月14日
Weekly IMM FX Positioning
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 may not be considered investment research or an
海外研报
2024年08月14日
Weekly commentary
• Recent extreme market volatility shows the impact of sudden sentiment shifts
海外研报
2024年08月14日
