海外研报

Global Economics Wrap-Up: August 23, 2024

August flash PMIs show strength in services but continued weakness inmanufacturing:

EMFX Weekly

This publication was prepared by the Trading Department of Bank J Safra Sarasin. The views or ideas expressed herein are those of the

DB--Expecting a Seasonally Calm F1Q with Gusts of OCI

Consistent with typical seasonality, F1Q looks to have been a relatively quiet quarter and the focus going into results next Monday will again be on the pace of new OCI

GS--EASD Day 1 takeaways - long acting insulin

The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)