海外研报

GD--ARE BONDS DONE ALREADY?

We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s

GS--Affirm Holdings (AFRM): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remained confident in the runway ahead of them, with

DailyTechIndex_20240919_en

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author

China PBoCs big stimulus

. The 7-day reverse repo rate, which is now the main policy rate, will be cut by 20basis points (bp) to 1.5%. This will lead to the medium-term lending facility (MLF)

USB--Investing in emerging markets

Investing in emerging marketsThis report has been prepared by UBS AG

UBS--Japanese equities

We are Neutral on Japanese equities in our global strategy.

The USD looks overvalued vs G10 but not enough to trigger any sell signals

The FAST FX model continues to sit out FX markets and has triggered