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Divided shores
Supply risks in Libya have come to the fore but marketparticipants seem sanguine. Notwithstanding elevated
海外研报
2024年08月29日
Trading Catalysts NVDA earnings, an underpriced risk
Economics: The time has comeAt Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powell
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2024年08月29日
Global Rates & FX Watch Estimating August FX rebalancing needs
Macro portfolio estimates: out of EUR and into USDWe estimate FX rebalancing needs based on a conventional 60/40 portfolio of global .
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2024年08月29日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR
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2024年08月29日
Firmer Consumer and Construction Sector Business Confidence
Bottom Line: Business confidence in the manufacturing sector did not change inAugust; remaining in above-neutral optimistic territory and consolidating the 5.2pt
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2024年08月29日
Chile: IMF Extends Two-Year Flexible Credit Line for US$13.8bn
The International Monetary Fund (IMF) approved a SDR10.5bn (US$13.8bn) FlexibleCredit Line (FCL) for Chile. This facility replaces a prior FCL arrangement approved
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2024年08月29日
China: plotting the way ahead for USD/CNY
The recent turnaround of the CNYThe CNY has made a sharp turnaround against the USD in August after being
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2024年08月29日
Daily Tech Index
This marketing publication has been prepared by the Trading Department of Bank J. Safra Sarasin Ltd, Switzerland, (hereafter “Bank”) for
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2024年08月29日
Europe Open - Thinking about tech
Aussie CPI came in slightly hot at 3.5% YoY vs 3.4% consensus. AUD briefly rallied, while Aussie 3y yields rose 3bps. That said, our
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2024年08月29日
FSA Fixed Income Daily Commentary
US Treasury: US Treasuries had a mixed session with the policydriven 2yr yield losing 3.6bps to 3.901% while the rest of the
海外研报
2024年08月29日
