海外研报
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Global Economic Weekly Unwarranted panic
Weaker than expected US payrolls last week unleashed a market headwind that peaked this Monday. At peak, the rates market priced 140bp of Fed cuts by year-end, effectively
海外研报
2024年08月10日
CAD: still labouring away
Asia overnightThe NZD has been the marginal outperformer of otherwise largely steady G10 FX
海外研报
2024年08月10日
All EM Asian markets saw foreign selling this week
Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报
2024年08月10日
How to Navigate Summer Volatility?
The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where
海外研报
2024年08月10日
ISM Services PMl At Odds With ManufacturingCounterpart
The lSM services PMl surprised positively in july. The headline index expanded 2.6 ppts to 51.4, reversingMay's fastest pace of contraction in four years.
海外研报
2024年08月12日
Any more systematic pressure in USDJPY and US equities?
Benchmark CTA down big this past MondayWhile declining steadily in each of the last four weeks, this past Monday the SG CTA benchmark index posted its largest daily drop since Mar-23. This on the same day
海外研报
2024年08月12日
All EM Asian markets saw foreign selling this week, led by A-shares and
EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报
2024年08月12日
Global Rates ldeas EM & DM
We highlight opportunities for tactical flattening carry tradesin the US and Türkiye
海外研报
2024年08月12日
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
海外研报
2024年08月12日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月14日
