海外研报
筛选
We fine-tuned our EPS growth estimates post 2Q results; FIIs turned net buyers this week
Performance: NIFTY closed 1% higher w/w. Metals led(+3%), while Real Estate lagged (-3%).
海外研报
2024年08月24日
Currency and gold watch
Still on holiday, GREED & fear senses that the excitement generated by the yen carry trade unwind has all but
海外研报
2024年08月24日
Earnings Season Monitor – 2Q24 Final Take
With 97% of companies having reported, we publish our final take. A net 16% of companies have beat on EPS, while on a
海外研报
2024年08月24日
Olympic (Services) Inflation Bump
We expect headline HICP to decline to 2.3% in August ... The flash print for euro area HICP inflation for August will be published on Friday, August 30 at 10am UK
海外研报
2024年08月24日
Impression from Gov. Ueda's Remarks at the House of Representatives: Quick Comment
Ueda's remarks at the House of Representatives in the morning: Gov. Ueda said that "financial and capital markets at home and abroad have still been unstable, so
海外研报
2024年08月24日
Continue to Tread Cautiously
We lower our global demand growth forecast from 1.2 to 1.1 mb/d, driven principally by China where lower economic growth, EVs and LNG trucking weigh
海外研报
2024年08月24日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年08月24日
US Treasury futures: calendar rolls outlook, September-December 2024
RecommendationsTU – Mildly bearish. Positioning is bearish due to record-high asset manager net positioning in the sector. TU roll will likely be sensitive to risk events and front-end moves, including a
海外研报
2024年08月24日
The Euro’s powering a balance of payments boom
My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
海外研报
2024年08月24日
Tariffs and the quest for new markets to drive ODI
China’s latest balance of payments (BOP) data shows that its net direct investmentoutflows (outward minus inward FDI) have picked up very quickly to a historical high.
海外研报
2024年08月24日
