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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
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2024年07月17日
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.
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2024年07月17日
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
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2024年07月17日
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
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2024年07月17日
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
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2024年07月17日
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.
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2024年07月17日
Global Macro Commentary
Fed Chair Powell says recent inflation data add confidence; USTs bear-steepen; BoC surveys show inflation expectations
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2024年07月17日