海外研报

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

Cross-Asset Weekly

Investors are eagerly waiting for Jay Powell’s speech at Jackson Hole where he is expectedto give his nod to a first Fed rate cut in September. While he will probably confirm that the

Summer revision courses: Monetary Framework

The ECB’s monetary policy aims at having an influence on credit conditions; put simply, this is how monetary policy functions.

USD undervalued, especially against the JPY

The USD is undervalued on several crosses. USD/JPY’s undervaluation is large enough to trigger a buy trade, but the UK on holiday and no

Credit CallsTuesday, August 27, 2024

Strategy & Sector CommentaryHG Credit Foreign Demand Monitor: FAB index continues to decline as USDIC yields fill more than hedging costs (Narhanie! Rosenbaum, CF4 /

Oil Analyst Reducing Our Brent Range to 70-85

We reduce our range for Brent prices by $5/bbl to $70-85, and our 2025 averageBrent forecast to $77/bbl (vs. $82 prior), reflecting upside surprises to OECD

10 Facts about the US Treasury market Monitoring demand for US government debt

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global

Precious Metals Trading Desk View

The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as