海外研报

GS Supply Chain Congestion Scale

Our weekly bottleneck scaleremained unchanged at ‘2’ this week,but the absolute level of our

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, EUR/USD, GBP/USD, USD/JPY, AUD/USD, EUR/HUF, USD/BRL, Brent

If the plan is to sell dollar rallies, it isn’t working

Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity

Fixed Income Special European futures rollover outlook Sep-24/Dec-24

The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27

CHINA ECONOMIC UPDATE

July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand

Chart Spotlight – Growth surprises matter

The growth outlook has taken on increased importance. CPI used to be the only game in town for policy decisions. But at the July meeting the BoC pivoted more dovish and made two notable

The Powell of the Powerless-Global Daily

The Fed Chair’s dovish Jackson Hole speech was analysed pithily by our Fed watcher Philip Marey: “Regarding the Fed’s initial diagnosis that inflation was “transitory”, Powell tried to hide

Trading on financial conditions

We present a financial conditions indicator (FCI) for the USmarket that is available at a high frequency, can be closely.

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

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed