海外研报

Weekly IMM FX Positioning

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 may not be considered investment research or an

The Buffalo Is Back

While economic surprises have been negative lately, leading indicators and easing global central-bank policies point to the slow global expansion gaining traction in the second half of 2024 and 2025.

USA: Powell Notes Added Confidence from Second Quarter Inflation Progress

BOTTOM LINE: During an interview at the Economic Club of Washington D.C., FedChair Jerome Powell did not comment on the specific timing of the first rate cut but

Powell Deftly Opens the Door for Rate Cuts, but Doesn't Appear Ready to Step Through It

Fed Chair Powell made a subtle shift in his stance on monetary policy today, speaking before the Economic Club ofWashington DC. He made it abundantly clear that he did not want to send a signal about any particular meeting coming

Wealth and wellbeing

For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the

Attempted assassination of presidential candidate Donald Trump

On Saturday evening, former President Donald Trump was wounded in anassassination attempt during a campaign rally. A bystander was killed, andtwo others were critically wounded. The assailant was shot dead by securityservices.

Global Macro Commentary

Fed Chair Powell says recent inflation data add confidence; USTs bear-steepen; BoC surveys show inflation expectations