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CrossAssetWeekly_20240920_en (1)

The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising
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GS--Quick take: Trends show moderate upgrade in September

We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:
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FX Weekly--Muted USD reaction as Fed easing begins

FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for
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FXModelTrendStrategy_20240923_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
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GS--Gaming What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US
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Here we are--Interest Rates Daily

Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after
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USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields

Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
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JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923

• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
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MS - Michael J Wilson - Weekly Warm-up_ The Market Discounts an Outsized Cut and Waits

The Market Discounts An Outsized Cut...As we laid out last week, we thought that the best short-term case for equities was that the Fed could
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UBS--Opportunities in currencies and commodities

• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with
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