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Extraordinary Dividend Potential Remains Intact; Upgrade to Overweight

PBR's investment case remains centered on shareholder remuneration, which — for better or worse — is directly tied to
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Post 2Q24: Q224 Retail +18% cFX - Prada robust and Miu Miu acceleratio

H124 Sales +3% ahead of VA Consensus; EBIT 4% ahead:Ongoing outperformance in 2Q24 retail sales +18% (no
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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 herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
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Cross-Asset Weekly

Investors are eagerly waiting for Jay Powell’s speech at Jackson Hole where he is expectedto give his nod to a first Fed rate cut in September. While he will probably confirm that the
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CHINA ECONOMIC UPDATE

July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
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Fixed Income Special European futures rollover outlook Sep-24/Dec-24

The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
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"Wolf! Wolf! The wolf is chasing the sheep!"

Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data
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TECHNICAL ANALYSIS

2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
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Summer revision courses: Monetary Framework

The ECB’s monetary policy aims at having an influence on credit conditions; put simply, this is how monetary policy functions.
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How Strong Is Job Growth? (Abecasis)

Payroll growth has averaged 170k/month over the last three months. But ninvestors have raised a number of concerns about this seemingly reassuring
海外研报