海外研报

SPX tests island top count at 5135 amid signs of tactical capitulation

SPX gapped down to test island top pattern count at 5135The S&P 500 (SPX) broke down from a 6/12 to 8/1 island top with downside pattern

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author

Ratings and Target Price Changes - August 6, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,

apan: June Wages: Special Wages Boost Nominal Cash Wage Growth, Real Wages Turn Positive

BOTTOM LINE: Nominal cash wage growth accelerated sharply to +4.5% yoy inJune, from +2.0% in May. Special wages, including summer bonuses, boosted

10y JGB auction preview: A highly volatile climate

POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the

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INTERNATIONAL MARKET INTELLIGENCE: JULY 2024 RECAP

In July, the US market narrative was choppy. “Growth without inflatlon" prevailed but "HardLanding" concerns started to emerge in the last week of Jjuly following JOLTs, ciaims and

Nomura Quant Insights

US equities: CTAs and volatility control funds behind the curve in getting outThe latest (and much-watched) US jobs report brought a disappointment. The announced

Precious Metals Trading Desk View

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

The big carry unwind is underway

The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few