海外研报

MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007

We upgrade cyclicals to OW vs. defensives following Friday's

Precious Metals Trading Desk View

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

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,

GS--E Ink stronger catalysts ahead

In this report we preview Largan, Fositek, and E Ink revenues for the coming 3

GS-- Laopu Gold initiation

China Banks - Possible implications of reported Rmb 1tn capital injection. The

GS-- Added Volatility or Fundamental Opportunity?

Investors aiming to generate attractive volatility-adjusted returns, are faced

GS--US Week Ahead: October 7 - October 13

The key economic data release this week is the CPI report on Thursday. There are

War, Inflation, and the Neutral Rate

The probability that we see oil production targeted as part of the escalating fighting in the

Weekly commentary--Our anchor in choppy markets

Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.

GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT

Concern about the state of consumer balances on the debt side is misplaced. Usage of