海外研报

ME-cio-weekly-letter

Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –

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

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

Macro Monthly Economic insights and asset class views

When the top policymakers in the world’s two largest economies are determined to

Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets

GS--KOSPI declined 3% amid sustained weakness of Samsung Electronics

KOSPI declined 3% wow amid sustained weakness of

UBS--CIO Active Commodity Strategy

We remain positive on commodities over the medium

JPM_Positioning Intell Asia_20241004

Overall flows... APAC was net bought over the past month as China headlines stole the show