海外研报

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

Financial Capital Navigator

The instruments on this list are only suitable for sophisticated investors with a high tolerance for price volatility, illiquidity and possible losses of coupon

electionwatch-12-september-2024-v7

With fewer than eight weeks remaining until Election Day, Vice President Kamala Harris and former President Donald Trump are locked in a very close race to the finish. They are laboring

US Federal Reserve and commodities

The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and

GS--UniCredit (CRDI.MI): Announcement of acquisition of 9% stake in Commerzbank

UniCredit has today (11 September) announced that it has acquired a c.9% stake inCommerzbank, out of which 4.49% has been acquired in an accelerated book

MS--The worst thing to happen to cats since dogs

The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.

GS--The 720: China’s Capacity, China+ Conference Takeaways

China’s Capacity - GS China+ Conference 2024 Key Takeaways: Cyclical inflection inproducers’ eyes. We hosted a panel on producers’ feedback on China capacity. The

SocGen - On Our Minds - Bank Indonesia - Rate cut coming to town

Following a surprise hike in April, when currency and bond yields succumbed to rising risk-off pressure due to the then hawkish stance of the Fed, we now anticipate that Bank