海外研报
筛选
FXModelTrendStrategy_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk
海外研报
2024年09月24日
GS--Gaming What the latest state data tells us about US gaming
We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US
海外研报
2024年09月24日
Here we are--Interest Rates Daily
Finally! Eurozone headline inflation is expected to fall below the 2.0% target, after
海外研报
2024年09月24日
USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields
Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
海外研报
2024年09月24日
JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923
• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
海外研报
2024年09月24日
MS - Michael J Wilson - Weekly Warm-up_ The Market Discounts an Outsized Cut and Waits
The Market Discounts An Outsized Cut...As we laid out last week, we thought that the best short-term case for equities was that the Fed could
海外研报
2024年09月24日
UBS--Opportunities in currencies and commodities
• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with
海外研报
2024年09月24日
PreciousMetalsTradingDeskView_20240923_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年09月24日
Quarterly Vantage Points September 18, 2024
Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
海外研报
2024年09月24日
SocGen - Credit Strategy Weekly - Rate cuts to the rescue
A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
海外研报
2024年09月24日
