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Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable
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Friday Finish – US Economics | North America Labor of Love

Data this week reinforce our view that the labor market remains
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Foreign Exchange Outlook

While the US presidential election is not until 5
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Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the
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ME-cio-weekly-letter

Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We
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Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas
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GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –
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GS--Man Group (EMG.L): Estimate changes ahead of 3Q24 AuM

Ahead of Man Group’s 3Q24 AuM release on 17 October, we update our forecasts to
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GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market
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Macro Monthly Economic insights and asset class views

When the top policymakers in the world’s two largest economies are determined to
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