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Asia-Pacific Growth Monitor: Steady overall, SE Asia outperforming

This publication summarizes regional and country-specific growth data across nthe Asia-Pacific economies we cover. In most cases, the latest data points arefor August 2024.
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Research Unplugged: European Conviction List - Directors’ Cut: September Spotlight

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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A more dovish ECB on inflation?

Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
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IS THE NEW MACRO SUPERCYCLE ON TRACK?

Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
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Asia Cross Asset Focus – Monthly APAC ex-Japan to follow the Fed, hesitantly

Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
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Intraday FX View

What is going on? The first important data print ahead of Friday’s non-farm payrolls came weak with US ISM Manufacturing coming below expectations of 47.5 at 47.2 helping to spur a big equity selloff and EUR USD couldn’t even break
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If this is September, wait for November Global Daily

It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.
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Hong Kong: PMI roughly unchanged in August

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) edged down to 49.4 in August from 49.5 in
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Hidden messages of Jackson Hole 2024: how could the Fed enhance its labour market assessment?

On this second topic discussed at Jackson Hole, two major economists offered both mild critiques of the Fed’s 2021-22 labour market
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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
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