海外研报

US Autos & Industrial Tech

Motor Intelligence believes 2024 US SAAR is tracking to the mid to high 15 mnrange with much of the growth coming from the retail segment. The

USA: UMichigan Sentiment and Inflation Expectations Edge Down in Preliminary July Report

BOTTOM LINE: The University of Michigan’s index of consumer sentiment declinedin the July preliminary report, below consensus expectations for a slight increase.

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