海外研报
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HOW LOW IS LOW ENOUGH FOR THE FUNDS RATE?
After scuffling around the starting gate of the rate-cut betting race for more than year, market participants finally heard the bell go off on Friday and know the race is on. There are three tiers
海外研报
2024年08月28日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年08月28日
Precious Metals Trading Desk View
The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as
海外研报
2024年08月28日
GS Supply Chain Congestion Scale
Our weekly bottleneck scaleremained unchanged at ‘2’ this week,but the absolute level of our
海外研报
2024年08月28日
Month-In-Review: Where Next For BondYields And The Dollar?
The dollar is a buy over the nextsix to 12 months, but a sell over athree-year horizon.The yen has all the catalystsrequired to rally.
海外研报
2024年08月12日
GEMs Equity Wrap-up July 2024
In July 2024, EM equities underperformed all other major regional indices, though allwere in positive territory, india contributed most positively, distantly followed by SouthAfrica, but it was majory offset by the negative performance of Taiwan
海外研报
2024年08月12日
Investor Sentiment: Risk-Love A binary call
Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from
海外研报
2024年08月14日
Sunday Start | What's Next in Global Macro Derivative Thinking
All attention this week will be on Jackson Hole, where the conference has been aptly titled “Reassessing the Effectiveness and Transmission of Monetary Policy.” We
海外研报
2024年08月19日
FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
海外研报
2024年07月31日
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
