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Global Rates Trader Growth Gains the Upper Hand
Recent moves in the front-end of G10 curves reflect a return to growth as the keyfocus for markets. The earlier part of the year was about inflation progress (or thelack thereof),
海外研报
2024年07月29日
FX Model Trend & Strategy
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
海外研报
2024年07月29日
Europe Weekly Focus
The BoE remains deeply divided over the persistence of inflationary pressures. Various comments at the last meeting seemed to open the door to
海外研报
2024年07月29日
Next week...this week
The week ahead is centered around key central bank decisions from the Fed, theBoJ and the BoE.All eyes will be on the Fed on Wednesday given the recent inflation progress in theUS.OurUS economists expect the central
海外研报
2024年07月29日
BoJ seen forgoing July rate hike to ensure trouble-free start to QT
We expect the BoJ will leave its guidance target for the uncollateralized overnight call rate on hold at “around 0% to 0.1%” at the July 30-31 Policy Board meeting,
海外研报
2024年07月29日
Not everyone gets a medal
Amid an equity sell-off, US economic data may show soft spotsbut remain solid overall. Meanwhile, signals out of Europe and
海外研报
2024年07月29日
Baby Pool Closed for “Maintenance”
Anyone who ever got that notice from a town or community pool knows exactly what happened. It feels like some of that has gone on in our markets of late, ensuring that this is an “adult swim.” For
海外研报
2024年07月29日
Weak momentum persisted in North Asian markets amid significant foreign outflows
MXAPJ lost 1.9%, dragged down by Taiwan, Korea, Chinaand Hong Kong (down 2-4%), while India (+2%) and
海外研报
2024年07月29日
A bumpy road into the unknown, an elegy
The unprecedented developments surrounding the US general elections have dominated the headlines as the outcome will largely define the US economic, fiscal and
海外研报
2024年07月29日
