海外研报
筛选
GS-- Highlighting reasonably valued laggards in an expensive market
Performance: NIFTY hit all-time high for the 4thconsecutive week, up 2% w/w. Real estate, Financials
海外研报
2024年09月22日
IntradayFXView_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are
海外研报
2024年09月22日
USB--Focus on alpha opportunities in muted macro backdrop
• China’s macro data for August largely disappointedto the downside again across consumption,
海外研报
2024年09月22日
GS--Japan Economic Flash: BOJ Maintains Rate-Hike Stance (Otani)
The Bank of Japan (BOJ) held its Monetary Policy Meeting (MPM) on September19-20, and as was widely expected, the policy rate was maintained at 0.25%.
海外研报
2024年09月22日
GS--Japan Focus of the Week: LDP Presidential Election, September Tokyo CPI
Focus Next Weekn The LDP presidential election will be held on September 27. Among the nine
海外研报
2024年09月22日
GS--Revisiting unrealized RE gains
TOPIX: 2,642.35 (2.8%) / NK225: 37,723.91 (3.1%)n Top sectors: Marine Transport, Non-Ferrous Metals
海外研报
2024年09月22日
JPM_Thursday FAQs ... Wireless, Shorts, ABNB, CRM, Flows, Rebal Day, JPM EOF_20240919
Wireless: AT&'T -2% getting a lot of atiention... risk on rotation plus rates a touch higher today and T the most crowded is1.
海外研报
2024年09月22日
Remain LT bullish on Private Credit & less concerned with credit within our coverage
Remain bullish on private credit – long and short-termAs we prepare for lower interest rates, we have monitored an increase in investor inbound
海外研报
2024年09月22日
PreciousMetalsTradingDeskView_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年09月22日
precision-insights-credit-sep-24
With most developed market (DM) central banks having kicked off their rate cutting cycles, high yield
海外研报
2024年09月22日
