海外研报
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Extraordinary Dividend Potential Remains Intact; Upgrade to Overweight
PBR's investment case remains centered on shareholder remuneration, which — for better or worse — is directly tied to
海外研报
2024年08月27日
Post 2Q24: Q224 Retail +18% cFX - Prada robust and Miu Miu acceleratio
H124 Sales +3% ahead of VA Consensus; EBIT 4% ahead:Ongoing outperformance in 2Q24 retail sales +18% (no
海外研报
2024年08月27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08月27日
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
海外研报
2024年08月27日
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.
海外研报
2024年08月27日
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
海外研报
2024年08月27日
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 /
海外研报
2024年08月28日
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
海外研报
2024年08月28日
