海外研报

BofA_US Economic Weekly Rosy revisions deepen the labor conundrum_20240927

Weekly viewpoint: Rosy revisions deepen labor conundrumThe annual update of the National Economic Accounts showed upward revisions to GDP

China adds more

The recovery in oil prices has come to an abrupt end. If Iraq has finally cut its

China ramps up support

The main theme overnight was risk-on. All three major US stock

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

FX Weekly--JPY vol picks up but what’s changed?

FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the

FX Model Trend & Strategy

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

Gavekal_Stimulus And Confidence In China_20240926

Party told citizens that China would soon outproduce Britain in steel and the

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts:

GS--Global FX Trader The Golden Touch

Our thoughts on CNY, USD, EUR, ZAR, AUD, CHF, NGN, & COFER

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts