海外研报

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 sold off slightly, reversing some of the rally last week. The yield on benchmark U.S. 10-year notes rose

EMFX Weekly

This publication was prepared by the Trading Department of Bank J Safra Sarasin. The views or ideas expressed herein are those of the

Egypt Economic Update

Economic growth. The IMF Executive Board's completion of the third review of Egypt's USD8bn, 46-month Extended Fund Facility on 29 July, allows Egypt to

The Point for Asia Pacific Tuesday, 27 August 2024

We maintain our view for investors to trim into strength, especially given forthcoming US rate cuts and potential asset quality headwinds. Building and

Libya’s crisis could cause oil prices to overshoot, quality differentials to widen

Geopolitics became the focus again over the weekend amid attacks in southern Lebanon between Israel and Hezbollah, in addition to Libya’s

Commodities Flows Chartpack for week ending August 20, 2024

See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations.

Cheatsheet - G10 & EM Week Ahead: Summer loose ends

Monthly CPIs in Brazil, Australia, and Eurozone, alongside Q2 GDPs in Canada and Sweden, are top of mind. US core PCE may take a backseat, given increased risk around and focus on

Global Macro Watch Known Unknowns Aug 25 – Sep 6

US: All eyes will be on US payrolls and the labor marketAfter Powell’s speech in Jackson Hole, markets will focus on US payrolls to gauge the

Collateral Thinking Q2’24 earnings

Top of the stackOverall, we saw mixed picture in Q2. Revenue deteriorated as companies delivered a lower proportion of revenue beats and higher proportion of misses vs Q1, whereas EBITDA held