海外研报

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the

Global: GS Economic Indicators Update: Financial Conditions Tighten Sharply in Japan

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found on

Correction dissection - US growth concerns and carry trade unwinds drive sharp

Following the large equity drawdowns and sharp ‘risk off’ shifts across assetsglobally in the past few days, we publish a short cross-asset update. We

HOW INVESTABLE IS EUROPE?

Just as Europe emerged from two years of stagnation, weak survey data, increased political risk, and structural issues have put the region’s outlook back in question. So,

Ratings and Target Price Changes - August 6, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,

apan: June Wages: Special Wages Boost Nominal Cash Wage Growth, Real Wages Turn Positive

BOTTOM LINE: Nominal cash wage growth accelerated sharply to +4.5% yoy inJune, from +2.0% in May. Special wages, including summer bonuses, boosted

10y JGB auction preview: A highly volatile climate

POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the

Cross Asset StrategyWhere is the bottom?

Have we seen the worst of it? We rewiew the history of bottaming signals,which suggest there is rnore pain to come.

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