海外研报
筛选
Divided shores
Supply risks in Libya have come to the fore but marketparticipants seem sanguine. Notwithstanding elevated
海外研报
2024年08月29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09月05日
MS--PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively Small
Weekly HF Highlights:PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively
海外研报
2024年09月10日
USD Rates Chart Pack
Relative value models and analysis◼ This weekly publication updates US rates relative value models and
海外研报
2024年09月13日
PM_US18Sep24
duce the funds rate by 25bp today, followed by 50bp easings at the November and December meetings, as
海外研报
2024年09月19日
DB_Investor Positioning and Flows_20240920
Our measure of aggregate equity positioning rose modestly again this week but is not yet elevated and only about mid-way within the upper half of its long-run band (z score
海外研报
2024年09月23日
China: PBoC provides some pre-Golden week cheer
The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet
海外研报
2024年09月27日
MS Sunday Start - Is Policy or Data More Important for Markets
Heading into the last Fed meeting, I thought that the best short-term case for equities was the Fed delivering a 50bp cut without prompting growth concerns (see
海外研报
2024年10月01日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views
海外研报
2024年10月08日
