海外研报

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

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

FSA Fixed Income Daily Commentary

US Treasury: US Treasuries had a mixed session with the policydriven 2yr yield losing 3.6bps to 3.901% while the rest of the

Europe Open - Thinking about tech

Aussie CPI came in slightly hot at 3.5% YoY vs 3.4% consensus. AUD briefly rallied, while Aussie 3y yields rose 3bps. That said, our

Daily Tech Index

This marketing publication has been prepared by the Trading Department of Bank J. Safra Sarasin Ltd, Switzerland, (hereafter “Bank”) for

China: plotting the way ahead for USD/CNY

The recent turnaround of the CNYThe CNY has made a sharp turnaround against the USD in August after being

Chile: IMF Extends Two-Year Flexible Credit Line for US$13.8bn

The International Monetary Fund (IMF) approved a SDR10.5bn (US$13.8bn) FlexibleCredit Line (FCL) for Chile. This facility replaces a prior FCL arrangement approved

Firmer Consumer and Construction Sector Business Confidence

Bottom Line: Business confidence in the manufacturing sector did not change inAugust; remaining in above-neutral optimistic territory and consolidating the 5.2pt

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR

Global Rates & FX Watch Estimating August FX rebalancing needs

Macro portfolio estimates: out of EUR and into USDWe estimate FX rebalancing needs based on a conventional 60/40 portfolio of global .