海外研报        
            
        
    
        
                筛选
                
                    
                
            
        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08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
            Commodities Flows Chartpack for week ending August 20, 2024
                    See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations.                
                
                    海外研报
                    2024年08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
            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                 
                
                    海外研报
                    2024年08月28日
                
             
                     
                     
                     
                     
                     
                     
                     
                     
                     
                    