海外研报

China’s demographic challenges

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Payrolls regain their crown as most important data release for stocks

Econ: The economy remains on robust footingThe second print of 2Q US GDP growth surprised to the upside at a robust 3.0% q/q

Global Markets Analyst Lessons From G10 Cutting Cycles

With most of the G10 either having just begun or about to begin cutting policy nrates, we look at the return potential of a variety of rates investment strategies

Intraday FX View FX & Precious Metals Trading | 2 September 2024

After Jerome Powell’s statement that “the direction of travel is clear” at Jackson Hole and EUR USD breaching our target of 1.12 it has been only up for the US$ since then. The combination of solid US economic data prints, political jitters in

The Importance of Asset Allocation

Asset Allocation is key▪ Diversification, described as "the only free lunch in investing", aims to reduce overall portfolio risk by allocating investments across asset

The Problem of Relative Prices

One of the points I don't understand was brought home to me again when I read what ECBExecutive Board member Isabel Schnabel said on Friday: that the ECB's monetary policy

Weekly IMM FX Positioning

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