海外研报

The Global Impact of Higher US Tariffs (Briggs/Kodnani)

Former US President Donald Trump has signaled that he will likely implementsignificant tariffs if elected. Our baseline expectation for a Trump presidency is

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk

Asia_Portfolio_Flows_Emerging_Markets_Asia_August_2024

Despite the yen carry trade unwind at the start of August which triggered a sell-off in risk assets, the month ended with a modest foreign equity

DB_September FOMC preview- How deep is your dove_20240918

We expect the Fed to cut rates by 25bps at the September FOMC meeting. There are strong arguments for and against this action. While there is a