海外研报

Greater China Insight

Hong Kong plays an intermediary role in broader Australia-China economic ties and acts as a conduit for offshore transactions.

GS UK Today: Encore: Buy CCH | Gaming | BHP | Cross Asset Vol | G10 Inflation

CCH – strong momentum in Poland – We think consensus organic sales at +12% (vs+13.5% GSe) is conservative in light of +14% growth in Q2. We note CCH screens

GS US TMT: All references to "we/us/our" refer to the views and observations of the desk

NVDA -5% (was largely bouncing around ~flat to down ~5% AHs – names like AMD, AVGO, MU, TSM, DELL down ~2% on light volume in AHs) .. beat and guides above on topline +

Ratings and Target Price Changes - August 28, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this

GBP: the biggest G10 long again; NOK and CAD: the biggest shorts

At present, the G10 FX PIX 2.0 signals that NOK and NZD are oversold while the JPY and CHF are overbought. We have temporarily suspended

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

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

FSA Fixed Income Daily Commentary

US Treasury: US Treasuries had a mixed session with the policydriven 2yr yield losing 3.6bps to 3.901% while the rest of the

Europe Open - Thinking about tech

Aussie CPI came in slightly hot at 3.5% YoY vs 3.4% consensus. AUD briefly rallied, while Aussie 3y yields rose 3bps. That said, our

Daily Tech Index

This marketing publication has been prepared by the Trading Department of Bank J. Safra Sarasin Ltd, Switzerland, (hereafter “Bank”) for