海外研报

Not as bad as it looks?--Eurozone economic update

Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two

Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.

Precious Metals Trading Desk View

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

MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007

We upgrade cyclicals to OW vs. defensives following Friday's

MS_AlphaWise US Consumer Pulse Survey Wave 58_20241007

Consumers May Start Spending Earlier This Holiday Season. With

JPM_G10FX_20241007

The arpuen! lomn the heu euro tuis tial mwere out thare a fon meeks back was a corntraned

JPM_EMFX_20241007

:tshould have [17.60504 daspii the monuous MFP prin! on Fndry which(this oeportunily lo add lo

GS--Oil on the boil - more reflationary momentum across assets

Last week tensions in the Middle East triggered a large

GS--Global: GS Economic Indicators Update: Spain and UK CAI Continue to Outperform

Please find an update of our proprietary global economic indicators below. The data

UBS--Why senior loans can deliver attractive returns amid falling interest rates

Given evidence of continued economic resilience and