海外研报
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On Crude's Tug-Of-War
Bottom Line: A continued softening of oil demand will eventually intensifybearish pressures and pull the floor from beneath oil prices. But we probably arenot there yet..
海外研报
2024年08月20日
Japan: April-June Machinery Orders Flat, but Exceed Previously Announced Outlook
BOTTOM LINE: Private sector core machinery orders, a leading indicator for capex,rose +2.1% mom in June, the first increase in three months, and came in above the
海外研报
2024年08月20日
The Weekly Worldview: As the Dust Settles
As the dust settles following the market turmoil of the past couple of weeks, we huddled with our economists around the world to review the risks to our baseline
海外研报
2024年08月20日
FX Trade Idea-Sell EUR/USD
towards the bottom of its recent trading range in the coming months due to:1. Paring back of some of the market’s dovish Fed expectations for this
海外研报
2024年08月20日
HOW LOW IS LOW ENOUGH FOR THE FUNDS RATE?
After scuffling around the starting gate of the rate-cut betting race for more than year, market participants finally heard the bell go off on Friday and know the race is on. There are three tiers
海外研报
2024年08月28日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年08月28日
Precious Metals Trading Desk View
The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as
海外研报
2024年08月28日
GS Supply Chain Congestion Scale
Our weekly bottleneck scaleremained unchanged at ‘2’ this week,but the absolute level of our
海外研报
2024年08月28日
What is needed for Japanese stocks to regain momentum?
Japanese stocks saw strong gains in 1Q, but their performance has been lacklusterin 2Q. As numerous positive developments had been priced in during 1Q, there hasbeen a lack of new catalysts to lift share prices in 2Q. In addition, forex volatility,
海外研报
2024年07月01日
