海外研报

GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10

China adds more

The recovery in oil prices has come to an abrupt end. If Iraq has finally cut its

China Spirits Tracker_ Valuations sensitive to policy moves while

We observed unexciting spirits retail sales performance in Mid-Autumn Festival and

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

UBS--China’s policy pivot gathering momentum

meeting to focus entirely on economics, just two days

UBS--Chinese government bonds

The PBoC announced further measures to support the property

FX Weekly--JPY vol picks up but what’s changed?

FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or

GS--CCCs: Unloved no more

The CCC index has notably compressed vs. the broader HY index, driven largely