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ME-cio-weekly-letter
Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We
海外研报
2024年10月08日
Daily Tech Index
This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas
海外研报
2024年10月08日
GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA
Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –
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2024年10月08日
GS--Man Group (EMG.L): Estimate changes ahead of 3Q24 AuM
Ahead of Man Group’s 3Q24 AuM release on 17 October, we update our forecasts to
海外研报
2024年10月08日
GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”
◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market
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2024年10月08日
Macro Monthly Economic insights and asset class views
When the top policymakers in the world’s two largest economies are determined to
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2024年10月08日
Cross-Asset Weekly
More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets
海外研报
2024年10月08日
GS--KOSPI declined 3% amid sustained weakness of Samsung Electronics
KOSPI declined 3% wow amid sustained weakness of
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2024年10月08日
UBS--CIO Active Commodity Strategy
We remain positive on commodities over the medium
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2024年10月08日
JPM_Positioning Intell Asia_20241004
Overall flows... APAC was net bought over the past month as China headlines stole the show
海外研报
2024年10月08日