海外研报

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

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 -

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

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