海外研报

GS--China’s stimulus and European equities

China announced a combination of easing measures this

FX Weekly--JPY vol picks up but what’s changed?

FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or

Gavekal_Stimulus And Confidence In China_20240926

Party told citizens that China would soon outproduce Britain in steel and the

GS--CCCs: Unloved no more

The CCC index has notably compressed vs. the broader HY index, driven largely

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts:

GS--Global FX Trader The Golden Touch

Our thoughts on CNY, USD, EUR, ZAR, AUD, CHF, NGN, & COFER

GS--Global Rates Trader UST-Bund Decompression

The cross-market spread widening between the US and Europe reflects key themes

GS-- China Easing | Datacentres

As trade barriers have risen amid greater levels of geopolitical tension in recent

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts