海外研报
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How Market Moves Could Affect the Economy and the Fed
Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions
海外研报
2024年08月08日
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
海外研报
2024年08月12日
Q2 preview: bumpier path, same compelling destination
Blackwell transition could mute upside near-termMaintain Buy, top sector pick ahead of NVDA FQ2 (Jul) results due 28-Aug. Media reports
海外研报
2024年08月20日
Q2 GDP Growth Revised Up on Stronger Consumption
BOTTOM LINE: Real GDP growth was revised up 0.2pp to +3.0% annualized in thesecond quarter, above expectations and reflecting an upward revision to
海外研报
2024年08月30日
GS--Communacopia + Technology Conference 2024 — Key Takeaways03
Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others
海外研报
2024年09月16日
artificial-intelligence-what-does-it-mean-for-real-estate01
Artificial Intelligence (AI): what was once just a
海外研报
2024年09月29日
DB_Investor Positioning and Flows - Five Considerations For A Catalyst Rich Month_20241004
This month brings a plethora of potential catalysts with the ongoing geopolitical
海外研报
2024年10月07日
UBS-- Fiscal anchor reinforced, but external uncertainties remain
Argentina’s remarkable commitment to fiscal
海外研报
2024年10月12日
