海外研报
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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
Oil Tracker: Upside Risks to Non-OPEC Supply From Company Data
The Brent crude price hit a new year-to-date low on Tuesday as Libya oil productionmay recover sooner given a reportedly nearing potential truce and as commodity,
海外研报
2024年09月05日
Nonfarm payroll in focus
Markets will focus on the August employment report this Friday as a key data point
海外研报
2024年09月05日
Yield drop drives gold to records, dollar into downtrend
When we say “Don’t Fight the Fed,” one of NDR’s Rules of Research, we typically
海外研报
2024年09月05日
Why the BoJ isn’t done raising rates
August 5 was an ugly day, especially for Japan. The Nikkei 225 dropped 12.4%, more than any
海外研报
2024年09月05日
When do equity investors need to worry about a recession?
Chicken and eggRecession fears have been at the forefront of investors’ minds for nearly three years.
海外研报
2024年09月05日
Trend evidence still bullish but aware of cycle composite
Before I get into the current trend evidence, I wanted to take a look at the macro and
海外研报
2024年09月05日
