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Cross-Asset Weekly

Don’t underestimate the US consumerConcerns about the US consumer's health have risen in recent months as the labour market has cooled. These fears may be
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ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September

BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
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FX Daily Commentary

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
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A Little Less Resilient

One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six
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Global FX Trader Waiting for Labor Da(y)ta

Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver
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Global Rates Trader Policy Priorities Diverge

Ahead of key US data next week, signals out of the US have furthered the post-JulyNFP theme. Incremental inflation news has reinforced the shift in Fed focus towards
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Latest monthly NISA data still showing strong growth

Summary of the weekTOPIX: 2,712.63 (1.0%) / NK225: 38,647.75 (0.7%)
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J.PMorgan US Weekly Prospects

3Q GDP growth tracking stronger on signs of solidconsumer spendingBusiness spending has been more cautious and busi-ness sentiment is downbeat
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It’s About Labor Markets Now

The Fed is shifting focus toward the labor market. Because we expect slowing but no slump, we think the Fed resets policy
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Cycle Playbook – Preparing for a Peak

Amid the excitement around AI, we must not lose sight of the cyclical nature of semiconductors and tech hardware. As we approach a cycle peak, we share our insights on navigating the transition.
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