海外研报

PreciousMetalsTradingDeskView_20240923_en

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

BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is

Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or

UBS--Opportunities in currencies and commodities

• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with

BofA - Paul Ciana - Technical Advantage Powell for the people_20240923

US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed

Barclays_Tesla, Inc_20240923

Decomposing 3Q24 deliveries:Healthy result to avoid negative

Barclays_Global Macro Thoughts A borderline decision_20240923

Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23

The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,

GS--Recent Export Trends in Asia—Moderation Continues

Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained

Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further02

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in

GS--How Global Economic News Affects AEJ Financial Markets01

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through