海外研报

Cross-Asset Weekly

The financial market turbulences this week have highlighted that (1) macro risks are shifting from inflation to growth, (2) carry trades are vulnerable to sharp reversals in late cycle ear.

Global Rates ldeas EM & DM

We highlight opportunities for tactical flattening carry tradesin the US and Türkiye

Answering your questions on Japan macro developments

The US growth scare coupled with a hawkish BoJ have contributed to high volatility in Japan's asset markets. We assess

Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model.

The world will spend $105bn on XPUs in 2024, i.e.$210bn in AI capex, up 10x vs. 2020.

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

US Economics Weekly Risingunemployment is not“transitory'

CITI'S TAKEThe rise in the unemployment rate is the clearest sign yet that rather thanachieving a “soft landing" the US economy is more likely to slide intorecession.Attempts to explain away