海外研报
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Is the front end fairly priced?
Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be
海外研报
2024年07月25日
Global equities lost 2%; Momentum underperformed
Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking
海外研报
2024年08月06日
Australian Macro Weekly
A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
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2024年08月10日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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2024年08月14日
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
海外研报
2024年08月18日
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
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2024年09月05日
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
海外研报
2024年09月13日
