海外研报

UBS--Chinese government bonds

The PBoC announced further measures to support the property

GS--F4Q earnings beat with positive traffic and margin strength

COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of

GS--Turnover/margin buying spiked; Introducing EM positioning baskets

EM Asian ex-China region saw buying (+US$2.5bn) this

GS--S. Africa vs. EMXC; Korea vs. Brazil

n Performance: MSCI EM rallied 6% w/w (vs. ACWI up

GS--China’s stimulus and European equities

China announced a combination of easing measures this

FX Weekly--JPY vol picks up but what’s changed?

FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or

Gavekal_Stimulus And Confidence In China_20240926

Party told citizens that China would soon outproduce Britain in steel and the

GS--CCCs: Unloved no more

The CCC index has notably compressed vs. the broader HY index, driven largely

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts: