海外研报

TECHNICAL ANALYSIS

2y UST experienced a steep down move after break below multi-month ascending trend line and recently revisited May 2023 low of

Multi-Asset Strategy Daily

The first hurdle for UK markets – the labour market report – came in this morning. Wage data were in line, with weekly earnings excl. bonus rising 5.4% on a 3M/YoY basis. This seems like good news, as wages are

The Risk Of An Inflation Surprise

Investors are so certain that the Federal Reserve is all set to make aggressive cuts in interest rates, that if July’s CPI release this Wednesday comes in higher

Gold to get its medal

The Fed’s cutting cycle, when it begins, will attract strategic investment in gold. We have lifted our year-end price target for gold to USD2,550/oz.

The Ghosts of August Shall Fade August 2024

The last several weeks have been turbulent for equity markets, and the potential for episodic volatility persists amid concerns such as: the Federal Reserve (Fed)

Viewpoint by Charts

The first half of 2024 brought plenty of potential headwinds for investors, yet resilient consumer spending, better-than-expected corporate profits, and investors’ unchecked enthusiasm for a handful of technology companies more than overcame those

Taking stock after the surge in market volatility

Deeper DiveMarkets have given investors a rollercoaster ride over the past week. Arisk-off move in markets gathered pace at the start of last week as an

Weekly IMM FX Positioning

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication may not be considered investment research or an

Weekly commentary

• Recent extreme market volatility shows the impact of sudden sentiment shifts