海外研报
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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
海外研报
2024年08月12日
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.
海外研报
2024年08月12日
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
海外研报
2024年08月12日
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
海外研报
2024年08月14日
The Yen Carry Trade—A Roadblock to BoJ Hikes, Not Fed Cuts (Fishman/Kanter)
The recent sharp appreciation of the Yen coinciding with a spike in cross-assetvolatility has heightened the focus on the “Yen carry trade” and the broader
海外研报
2024年08月14日
How much does credit card delinquency matter for spending?
Beware clickbaitRecent releases of the New York Fed’s Quarterly Report on Household Debt and Credit
海外研报
2024年08月14日
