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Weekly IMM FX Positioning
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 may not be considered investment research or an
海外研报
2024年08月14日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.5% today. Indonesia and Korea markets outperformed,while China and Hong Kong markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年08月15日
Australian Economic Insight
Australian Economic Outlook: revised forecasts Our broad outlook remains that real household disposable incomes will get a
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2024年08月15日
What about Trump and China?
According to BCA Research's Geopolitical Strategy service, Trump's brand, legacy, and populist movementare based on the
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2024年08月15日
Argentina Equity Strategy
Almost a year ago, we published the note Back to the Future? Similarities and Differences vs. 2015 Election, analyzing how Argentine equities behaved ahead of
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2024年08月15日
TEN QUESTIONS ABOUT A 'FISCAL CRISIS'
It would be a wild exaggeration to say DM fiscal risks are always a pressing concern for global investors. But these days, questions about the “fiscal trajectory” (to use the economist’s
海外研报
2024年08月16日
WHAT COULD MOVE THE MARKET IN H2/24
Brazilian assets are finally showing more convincing signs of recovery. Following the sharp selloff during the first half of the year, the Brazilian market appears to have turned a corner, with
海外研报
2024年08月16日
Asia Open - US core CPI endorses 50bp cut Sept
UST curves bull-flattened after the favorable US core CPI, prefaced by optimistic UK and Sweden core inflation figures. SPX futures
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2024年08月16日
The Hitchhiker’s Guide to the Investment Universe
Wall Street Life, the Universe, and EverythingOur latest edition of the Hitchhiker’s Guide provides an overview of the size and
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2024年08月16日
Buyer's markets-Global Daily-Market comments1
US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
海外研报
2024年08月16日
