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筛选
FOMC – Very dovish minutes open door to 50bps cuts
ImplicationsThe minutes suggest that Powell will take a very dovish tone at the Jackson Hole meeting. There are many dovish references to “almost all” or the “vast majority” of participants. If
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2024年08月22日
Quick Reaction Australia
Annual inflation fell to 3.5% y/y in July according to the monthly CPI indicator, down from the recent peak of 4.0% y/y in May. During the month, prices were
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2024年08月29日
Oil Tracker: Upside Risks to Non-OPEC Supply From Company Data
The Brent crude price hit a new year-to-date low on Tuesday as Libya oil productionmay recover sooner given a reportedly nearing potential truce and as commodity,
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2024年09月05日
GS--Global equities lost 3.7%, Cyclicals vs
Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator
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2024年09月10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
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2024年09月13日
PM_UK18Sep24
Last month, the Bank of England used GfK’s consumer confidence survey to justify rate-setters’ view
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2024年09月19日
DB_Commitment of Traders_20240920
Interest Rates: Speculators were bearish in Treasury futures, extending their net short positions by 134K contracts in TY equivalents over the week
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2024年09月23日
Hiring a well-experienced banker; Gustavo Manriquez to become the new CEO
Hiring a top-notch bankerSupervielle announced Gustavo Manriquez would be its new CEO effective October 1,
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2024年09月27日
MS Michael Wilson - The Market Discounts an Outsized Cut and Waits for Clarity on Labor Data
The Fed delivered on what we thought was the best short-term
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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
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2024年10月08日
