海外研报
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FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
海外研报
2024年07月31日
SMCI: GM Headwinds Overshadow Better Revenue Guide
With June-Q GM miss and declining 430bps Q/Q, as well as guiding Sep-Q GM still at a low levelof 12%+, it raises the question of how fast GM ticks up, despite mgmt. guiding for 14% GM exit
海外研报
2024年08月08日
Abrupt Cut To Underweight
Aggregateequitypositioningplungedthis week, falling from a mid-Julypeakat the top ofthe historical range (z score 1.00, 97th percentile) to belowaverage orunderweight (z score -0,26, 31st percentile). This marked one ofthe steepest declines in recent
海外研报
2024年08月12日
Global Markets Daily: Credit Fund Flows: A Look Back and Forward (Shumway)
Three themes emerged from the trajectory of fixed income fund flows throughthe Fed’s recent hiking cycle. The first is a preference for quality, driven by
海外研报
2024年08月15日
We need it like a Jackson Hole in the headGlobal Daily
Unlike the key BLS revisions to April 2023-March 2024 payrolls estimates, at -818K the largest drop since the Global Financial Crisis, today’s Global Daily was released at the same time to all -
海外研报
2024年08月23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27日
German Headline Inflation Notably Below Consensus
BOTTOM LINE: German headline HICP inflation was 2.0%yoy in August, notablybelow our forecast, tracking estimate and consensus expectations of 2.2%yoy, and
海外研报
2024年08月30日
