海外研报

September cut on the table helps drive down yields

The FOMC left the door ajar for a possible September rate cut, while avoiding any firm commitments. The tone of the statement as well as Chair Jerome Powell’s

Daily Tech Index

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

US Strategy: Trading Politics

In November, US voters will decide who controls the White House, Senate and House of Representatives. With the race a

Cycle Playbook – Preparing for a Peak

Amid the excitement around AI, we must not lose sight of the cyclical nature of semiconductors and tech hardware. As we approach a cycle peak, we share our insights on navigating the transition.

FX Pulse

US ISM mfg on Tuesday, JOLTS job openings on Wednesday, ISM services on Thursday, NFP on Friday. Eurozone 2Q labour costs on Friday. BoC f/c to cut 25bp to 4.25% on Wednesday. Chile CB f/c -25bp on Tuesday, Poland status quo

GS--GS TMT TODAY 9.10.24 *CUMMUNACOPIA + TECH CONF DAY 2*

Futures lower in the pre (NDX -35bps / SPX -15bps) ahead this evening's