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FXModelTrendStrategy_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
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2024年09月24日
GS--Gaming What the latest state data tells us about US gaming
We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US
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2024年09月24日
Here we are--Interest Rates Daily
Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after
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2024年09月24日
USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields
Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
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2024年09月24日
JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923
• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
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2024年09月24日
Quarterly Vantage Points September 18, 2024
Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
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2024年09月24日
SocGen - Credit Strategy Weekly - Rate cuts to the rescue
A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
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2024年09月24日
SocGen - Fixed Income Weekly - Soft landing vibes
The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
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2024年09月24日
SocGen - On Our Minds - BoJ’s next rate hike depends on fate of US economy
The BoJ kept its policy rate at 0.25% today. At the press conference, in relation to the
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2024年09月24日
SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist
Following a similar move in June, the CBC announced a 25bp increase in the required
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2024年09月24日
