海外研报
筛选
On Our Minds - Taiwan Still thriving in the AI boom
Taiwan’s economy has remained resilient thanks to the AI boom. 2Q GDP growth was stagnant – but this followed strong expansion in recent quarters. The AI boom has
海外研报
2024年08月02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
海外研报
2024年08月07日
Options positioning ahead of NVDA earnings
The moves in macro assets on NVDA earnings demonstrates the importance ofthe AI theme and NVDA as the most important bellwether in the market. While
海外研报
2024年08月29日
Our Global Views on AI
As market volatility has increased, we take a step back to aggregate the views on the AI theme and crucially the Enabler
海外研报
2024年09月02日
Asia Cross Asset Focus – Monthly APAC ex-Japan to follow the Fed, hesitantly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
海外研报
2024年09月06日
GS--GS US TMT- ... Day 1 -_ Day 2 at GS TMT Conference .. - Peter Callahan
GS US TMT: ... Day 1 -> Day 2 at GS TMT Conference ..Day 1 of the GS Communacopia and Tech Conference is in the
海外研报
2024年09月14日
GD--OIL PRICE SPIKE RISKS AND OPPORTUNITIES
Fed outlook adjustment raises risks for EM currencies
海外研报
2024年10月15日
GD--THE NEXT CHINA SURPRISE
In Beijing’s Rally, we set out how we like the set of policies announced and hinted at by the
海外研报
2024年10月18日
Deutsche Bank Research - 3Q Preview: Numbers Risk Overstated, Buy The Potential Dip
At this point, we believe that the concerns around Amazon guiding 4Q OI below
海外研报
2024年10月25日
