海外研报
筛选
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Taiwan and Malaysia markets outperformed, whileChina and Hong Kong markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月29日
Quick Reaction Australia
Annual inflation fell to 3.5% y/y in July according to the monthly CPI indicator, down from the recent peak of 4.0% y/y in May. During the month, prices were
海外研报
2024年08月29日
Divided shores
Supply risks in Libya have come to the fore but marketparticipants seem sanguine. Notwithstanding elevated
海外研报
2024年08月29日
Trading Catalysts NVDA earnings, an underpriced risk
Economics: The time has comeAt Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powell
海外研报
2024年08月29日
Global Rates & FX Watch Estimating August FX rebalancing needs
Macro portfolio estimates: out of EUR and into USDWe estimate FX rebalancing needs based on a conventional 60/40 portfolio of global .
海外研报
2024年08月29日
Hasta the last drop of oil – Initiating at Buy
Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR
海外研报
2024年08月29日
Firmer Consumer and Construction Sector Business Confidence
Bottom Line: Business confidence in the manufacturing sector did not change inAugust; remaining in above-neutral optimistic territory and consolidating the 5.2pt
海外研报
2024年08月29日
Chile: IMF Extends Two-Year Flexible Credit Line for US$13.8bn
The International Monetary Fund (IMF) approved a SDR10.5bn (US$13.8bn) FlexibleCredit Line (FCL) for Chile. This facility replaces a prior FCL arrangement approved
海外研报
2024年08月29日
China: plotting the way ahead for USD/CNY
The recent turnaround of the CNYThe CNY has made a sharp turnaround against the USD in August after being
海外研报
2024年08月29日
Daily Tech Index
This marketing publication has been prepared by the Trading Department of Bank J. Safra Sarasin Ltd, Switzerland, (hereafter “Bank”) for
海外研报
2024年08月29日
