海外研报

Stable fundamentals but shifting priorities

What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n

S&P 500 Dividend WeeklyFor the Week Ended 27-Aug-2024

Breakdown of 2024 Estimated $PX Dividends: Out of 75.0 points ofdividends expected for FY24 by consensus estimates, ~66% (49.8ip) havealready gone ex (realized) to date, another 9% (6,7ip) have been announced butnot yet gone ex-dividend, and

Nomura Quant Insights

Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention

Global Economics Wrap-Up: August 29, 2024

July saw continued inflation progress in the US, the UK, and Canada:o Our July sequential trimmed core inflation measures remained soft in the

FX Daily Commentary

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

Global FX Trader Waiting for Labor Da(y)ta

Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver