海外研报
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Weekly commentary
Patience needed in the AI buildout• Investors have started to worry about tech companies spending big on artificial
海外研报
2024年09月05日
September Analyst Day Opportunities
Our research shows that call buying around analyst days has been asystematically profitable option buying strategy over the past 20 years. Buying
海外研报
2024年09月05日
Potential implications of corporate tax reform for S&P 500 earnings
Recent investor questions have focused on the possibility of changes tocorporate tax policy following the upcoming US elections in November. While
海外研报
2024年09月05日
The Harris Bounce US special
Summary With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月05日
The EM Trader When the Fed Cuts
EM fixed income outperforms through August volatility. EM fixed income n(and EM local rates in particular) has been able to outperform through a volatile
海外研报
2024年09月05日
Outlook for 2H 2024
The AI boom is driving massive investments in GPU clusters, reshaping techinfrastructure and boosting demand for power systems. Meanwhile, software
海外研报
2024年09月05日
Overheating Brazilian economy; dovish Chilean central bank
Brazil: strong 2Q24 growth (1.4% qoq vs consensus and our estimate of 0.9%) was led by strong domestic demand fueled by fiscal expansion. The economy is
海外研报
2024年09月05日
CEO Letter Highlights 2024 Challenges & 2025 Operating Priorities
Overnight, SNAP’s CEO Evan Spiegel released an internal letter toemployees (entitled “13 Years at Snap Inc.”) that highlights a few key
海外研报
2024年09月05日
AI will transform financial analysis, giving tech-savvy investors an edge
SummaryInstitutional investors are increasingly leveraging artificial intelligence1 (AI) to enhance their
海外研报
2024年09月05日
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
海外研报
2024年09月05日
