海外研报

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

Weekly commentary

• Recent extreme market volatility shows the impact of sudden sentiment shifts

BONDS ARE BACK BUT DON’T GET TOO EXCITED

The RBNZ has commenced its easing cycle today and massively revised downwards its projections for the official cash rate, in a dovish surprise for duration globally. The global easing

Americas Construction: Building Products Home Depot F2Q24 Read-Throughs

Consumer Pullback Weighs on Home Improvement Demand: Home Depot(covered by Kate McShane) reported F2Q US comps down 3.6% YOY, vs -2.0% in