海外研报

Commodity Special

As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment

USD Rates Chart Pack

Relative value models and analysis◼ This weekly publication updates US rates relative value models and

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a

GS--Nokia (NOKIA.HE): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Marco Wiren, CFO, and David Mulholland (Head of InvestorRelations), and Thomas Bevilacqua (Investor Relations) at Nokia at the

US Equity Strategy | North America Vintage Values 2025

Vintage Values 2025 assembles the best insights of Morgan Stanley Research for stocks to hold for 12 months: mid- to largecaps likely to realize superior risk-adjusted returns over the

Macro & Strategy Flash

The ECB cut its deposit rate by 25bp to 3.5% as widely expected. It also narrowed the corridor between the deposit and the main refinancing rate to 15bp as previously announced. President Lagarde did not give

Intraday FX View FX & Precious Metals Trading | 12 September 202

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research

GS--Global Views: Controlled Descent

1. While Friday’s US jobs report fell modestly short of expectations, it showed arebound from last month, with a 142k increase in nonfarm payrolls and a small dip in

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

The week ahead: Fed not going big (yet)

• A Fed rate cut next week seems to be a done deal.The crucial question for investors has been whether