海外研报

BofA_US Equity Futures Watch_S&P 500 Futures01

Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich

gs--Lithium - supply cuts provide floor in the near term

According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on

Searching for the floor

Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is

UBS--Crude oil: Focus on OPEC+ compensation cuts

OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.

electionwatch-12-september-2024-v7

With fewer than eight weeks remaining until Election Day, Vice President Kamala Harris and former President Donald Trump are locked in a very close race to the finish. They are laboring

Financial Capital Navigator

The instruments on this list are only suitable for sophisticated investors with a high tolerance for price volatility, illiquidity and possible losses of coupon

The week ahead: Fed not going big (yet)

• A Fed rate cut next week seems to be a done deal.The crucial question for investors has been whether

FX Model Trend & Strategy

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

GS--Global Views: Controlled Descent

1. While Friday’s US jobs report fell modestly short of expectations, it showed arebound from last month, with a 142k increase in nonfarm payrolls and a small dip in

Intraday FX View FX & Precious Metals Trading | 12 September 202

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 research