海外研报

Back to Congress

Brazil's 2025 budget heading to Congress; the 2Q24 GDP report also in the spotlight. Banxico stresses growth concerns (Chart of

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

The Fog of War, The Economy, & Markets

I could be extremely lazy this weekend and just repost (with an updated chart) the Heads I’m Smart, Tails I’m Stupid report as the market continued to flip-flop around. On Friday alone, the Nasdaq 100

US Week Ahead: September 2 - September 8

The key economic data releases this week are the ISM manufacturing index onTuesday, the JOLTS job openings report on Wednesday, and the employment report

China’s demographic challenges

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.3% today. Korea and Singapore markets outperformed,while Thailand and China markets underperformed. Within MXAPJ sectors,

Global Portfolio Manager's Digest So Long, Summer

We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing