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$hort term stretched, medium term is not
View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair
海外研报
2024年08月24日
US Treasury futures: calendar rolls outlook, September-December 2024
RecommendationsTU – Mildly bearish. Positioning is bearish due to record-high asset manager net positioning in the sector. TU roll will likely be sensitive to risk events and front-end moves, including a
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2024年08月24日
Weekly automotive pit stop
We believe the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
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2024年08月24日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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2024年08月24日
Global macro: Too far, too fast? (2)
In Global macro: Too far, too fast?, dated 5 August, wenoted that the US Federal Reserve, on average across
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2024年08月24日
Continue to Tread Cautiously
We lower our global demand growth forecast from 1.2 to 1.1 mb/d, driven principally by China where lower economic growth, EVs and LNG trucking weigh
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2024年08月24日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
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2024年08月24日
Impression from Gov. Ueda's Remarks at the House of Representatives: Quick Comment
Ueda's remarks at the House of Representatives in the morning: Gov. Ueda said that "financial and capital markets at home and abroad have still been unstable, so
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2024年08月24日
Olympic (Services) Inflation Bump
We expect headline HICP to decline to 2.3% in August ... The flash print for euro area HICP inflation for August will be published on Friday, August 30 at 10am UK
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2024年08月24日
Barbell IG Position Provides Moderate Yield Pickup
With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market
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2024年08月24日
