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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 research
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2024年07月18日
United Airlines Holdings Inc
United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines
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2024年07月20日
Japan Weekly Kickstart Could sentiment finally be shifting on Japan SMID?
The strong performance of the Russell 2000 index so far thismonth (+8% since 9 July) appears to have re-focused some
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2024年07月20日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.
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2024年07月22日
Authorities Reach Agreement on External Debt Restructuring with Bondholders
Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
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2024年07月23日
Never (OK, rarely) short a dull market
Two studies, one conclusionThe challenge with studies on prolonged stretches like the chart on page 1 is that
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2024年07月09日
Mizuho China Weekly Outlook
Last week, the PBoC signaled its intention to borrow central government bills (CGBs) to calm the rate rally onshore if needed. This announcement followed investors’ dismissal of the PBoC’s warning in May about
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2024年07月10日
Catch-Up Call-Weekly Investment Grade TMT Review
Theme of the week – Between a Roundball Rock and a Hard Place: Although the league has yet to confirm the details, the WSJ and The Athletic both reported
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2024年07月19日
ECB: A September cut remains on track
The ECB kept rates on hold today, as was universally expected. This decision was unanimous and the Governing Council was also united in not giving an explicit
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2024年07月19日
Targeting turnaround of Zeekr in FY24
Geely Automobile Holdings Limited (Geely), through its subsidiaries, manufactures and sellsautomobiles and related components under the Geely and Lynk brands. To broaden its new energy
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2024年07月05日