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August CPI: Price hikes spreading gradually in private services
August CPI: Strongest growth in a year, exceedingforecastsToday’s August Tokyo CPI was an upside surprise, with the Japan-style core CPI (ex.
海外研报
2024年09月02日
NVDA, OKTA, PNC, XLF and new highs versus new lows
Three stocks, one ETF and another solid breadth indicator
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2024年09月02日
Stretched positioning a risk to UST market’s favorite trade
Key takeaways• The most notable positioning shift in recent weeks has been the duration bid concentrated at the front end of the curve
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2024年09月02日
Cheatsheet - G10 & EM Week Ahead: One ring to rule them all
Labor Day means a long weekend in the US and Canada.US NFP, prefaced by JOLTS, ISM services employment, and weekly jobless claims, will be critical for macro sentiment. Fed
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2024年09月02日
Cross-Asset Weekly
Don’t underestimate the US consumerConcerns about the US consumer's health have risen in recent months as the labour market has cooled. These fears may be
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2024年09月02日
ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September
BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
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2024年09月02日
FX Daily Commentary
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
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2024年09月02日
A Little Less Resilient
One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six
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2024年09月02日
Global FX Trader Waiting for Labor Da(y)ta
Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver
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2024年09月02日
Global Rates Trader Policy Priorities Diverge
Ahead of key US data next week, signals out of the US have furthered the post-JulyNFP theme. Incremental inflation news has reinforced the shift in Fed focus towards
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2024年09月02日
