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FX Daily Commentary
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
海外研报
2024年09月02日
ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September
BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
海外研报
2024年09月02日
Cross-Asset Weekly
Don’t underestimate the US consumerConcerns about the US consumer's health have risen in recent months as the labour market has cooled. These fears may be
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2024年09月02日
Cheatsheet - G10 & EM Week Ahead: One ring to rule them all
Labor Day means a long weekend in the US and Canada.US NFP, prefaced by JOLTS, ISM services employment, and weekly jobless claims, will be critical for macro sentiment. Fed
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2024年09月02日
Stretched positioning a risk to UST market’s favorite trade
Key takeaways• The most notable positioning shift in recent weeks has been the duration bid concentrated at the front end of the curve
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2024年09月02日
NVDA, OKTA, PNC, XLF and new highs versus new lows
Three stocks, one ETF and another solid breadth indicator
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2024年09月02日
August CPI: Price hikes spreading gradually in private services
August CPI: Strongest growth in a year, exceedingforecastsToday’s August Tokyo CPI was an upside surprise, with the Japan-style core CPI (ex.
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2024年09月02日
Global Research Unlocked Normalizing consumption keeping inflation civil
Key takeaways• BofA Global Research analysts join the podcast to discuss emerging risks, opportunities and growth themes in global markets.
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2024年09月02日
Global FX weekly What’s next for the USD?
USD. Close to fair value, balanced risks near term, but we remain bearish further out.China matters despite decoupling optics, could further restrain near-term USD sell-off.
海外研报
2024年09月02日
Global Emerging Markets Weekly USD’s summer soft spot for EM
The View: USD’s summer soft spot for EMEM investors remain focused on whether EM assets can benefit from further USD
海外研报
2024年09月02日
