海外研报
筛选
electionwatch-12-september-2024-v7
With fewer than eight weeks remaining until Election Day, Vice President Kamala Harris and former President Donald Trump are locked in a very close race to the finish. They are laboring
海外研报
2024年09月13日
Intraday FX View FX & Precious Metals Trading | 12 September 202
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
海外研报
2024年09月13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09月13日
GS--Snowflake Inc. (SNOW): Communacopia + Technology Conference 2024 — Key Takeaways
New CEO, Dr. Sridhar Ramaswamy, continues executing against his visionfor the company: Snowflake discussed how the recently appointed CEO,
海外研报
2024年09月15日
Start Small or Begin Big?
attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
海外研报
2024年09月15日
BofA--Global FX Weekly Powell s victory lap- Draghi s frustration_20240913
G10. US soft landing and Fed still main market drivers. Draghi shows the way in Europe. EM. More conservative Fed pricing to weight on EM FX.
海外研报
2024年09月15日
GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,
Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报
2024年09月15日
FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1
We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报
2024年09月15日
Friday The 13th: The Cutting Cycle
Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps
海外研报
2024年09月16日
GS--KOSPI rebounded by 1% despite sustained semi weakness
KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
海外研报
2024年09月16日
