海外研报
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Europe Technology: Hardware: Key investor questions for European Digital Enablers at the
Ahead of the GS Communacopia + Technology Conference in San Francisco(September 9-11), we summarise key investor questions for our coverage, spanning
海外研报
2024年09月05日
A severe case of COVIDIA: prognosis for an AI-driven US equity market
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. NVIDIA’s financial results are extraordinary (it beat on
海外研报
2024年09月05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 desk
海外研报
2024年09月05日
Hidden messages of Jackson Hole 2024: how could the Fed enhance its labour market assessment?
On this second topic discussed at Jackson Hole, two major economists offered both mild critiques of the Fed’s 2021-22 labour market
海外研报
2024年09月05日
Hong Kong: PMI roughly unchanged in August
The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) edged down to 49.4 in August from 49.5 in
海外研报
2024年09月05日
If this is September, wait for November Global Daily
It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.
海外研报
2024年09月05日
Intraday FX View
What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break
海外研报
2024年09月05日
Overview – Retail Trading
For the latest data, including intraday updates, visit Investable AI/Data Analytics.
海外研报
2024年09月05日
Thoughts on the Pullback; Positioning intel; GTLB, ZS
Lots of questions yesterday about the Al/Semis pullback/vol shock, Really still no consensus explanation, but a few thingskept coming up in conversations: 1) In the wake of some earings disappointments (particularly memory -- and with that
海外研报
2024年09月05日
Mizuho EMEA G4 Forecast Update
August was a bad month for the greenback with both EUR/USD and GBP/USD making yearto-date highs during the month, as investors await the start of the Fed’s easing cycle. USD/JPY
海外研报
2024年09月05日
