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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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Beddriz Artuines arbeamiz annesd.pencom.PVorgan Chase Bank k.h, London Branch

A wli mde yoslerne a noll owor andMMEJMWALOJSD M prICUabouncing 2 5%6 aN heh I WAI GT! LHAE D MnceamBmE-fWBEN955l gan aiy support tom whal mas al eicourag ng U$ $eroes
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INTERNATIONAL MARKET INTELLIGENCE: JULY 2024 RECAP

In July, the US market narrative was choppy. “Growth without inflatlon" prevailed but "HardLanding" concerns started to emerge in the last week of Jjuly following JOLTs, ciaims and
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Nomura Quant Insights

US equities: CTAs and volatility control funds behind the curve in getting outThe latest (and much-watched) US jobs report brought a disappointment. The announced
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Strategy Trade

RationaleOur short GBP/JPY has traded above our dynamic trailing stop at 185.80. As such, we take profit on the original trade (opened at 199.50 on 24 July) with a gain of 6.9%. We still
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USD/JPY: We lower our near-term forecast

cut rates substantially / Will Japanese investors accelerate JPY appreciation?USD/JPY corrected to the 142-143 range for a while today, apparently reflecting the
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Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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The big carry unwind is underway

The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
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FX View The big carry unwind is underway

The unwind is real but this morning’s moves are overdone. You can’t unwind the biggest carry trade the world has ever seen without breaking a few
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TECHNICAL ANALYSIS

2y UST has staged a relentless downtrend after break below multi-month trend line with a gap. Daily MACD is now within deep
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