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Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research
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Preview: have your hike and eat it too

We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
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UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services

BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to
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USA: GS Economic Indicators Update

Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
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Housing recovery continues, driven by low supply.

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together
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Catch-Up Call-Weekly Investment Grade TMT Review

Theme of the week – Between a Roundball Rock and a Hard Place: Although the league has yet to confirm the details, the WSJ and The Athletic both reported
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Global Fixed Income Markets Weekly

Overview: DM central banks showed further progress towards starting or continuing to reduce current monetary policy restriction this week given the
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Americas Construction: Building Products: AHAM Read-Throughs

2Q24 T-6 Volumes Up 2% YOY: This compares to a 6% decrease in 1Q and flat ayear ago. We note shipments improved through the quarter against easing
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Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3

Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Indonesia and Philippines marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJsectors, Cons Stap and Energy led while Info Tech and Industrials lagged. MSCI
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