海外研报

Foreign Exchange Outlook

A BUSY SEPTEMBER WITH POTENTIAL VOLATILITYAfter the turmoil at the start of August risk appetite rebounded sharply and we start

Mizuho EMEA G4 Forecast Update

August was a bad month for the greenback with both EUR/USD and GBP/USD making yearto-date highs during the month, as investors await the start of the Fed’s easing cycle. USD/JPY

Thoughts on the Pullback; Positioning intel; GTLB, ZS

Lots of questions yesterday about the Al/Semis pullback/vol shock, Really still no consensus explanation, but a few thingskept coming up in conversations: 1) In the wake of some earings disappointments (particularly memory -- and with that

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics.

Payrolls regain their crown as most important data release for stocks

Econ: The economy remains on robust footingThe second print of 2Q US GDP growth surprised to the upside at a robust 3.0% q/q

Global Portfolio Manager's Digest So Long, Summer

We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.3% today. Korea and Singapore markets outperformed,while Thailand and China markets underperformed. Within MXAPJ sectors,

Weekly IMM FX Positioning

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are

China’s demographic challenges

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or

FAST FX Fair Value Model

The UK bank holiday last Monday meant the FAST FX model did not enter any trades last week. The model remains up 2.50% over the past year