海外研报

USB--Get ready 4Q outlook: Rates, votes, and volatility

As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.

UBS--"Have lunch or be lunch" – Europe must act

Mario Draghi's attention-grabbing plea for a revitalization of EU

GS--Gaming What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US

UBS--Preparing portfolios for the fourth quarter Weekly Global

Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.

FXModelTrendStrategy_20240923_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk

US_Pulse_Fed_starts_easing_cycle__1

The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .

FX Weekly--Muted USD reaction as Fed easing begins

FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for

top-three-trends-and-challenges-affecting-the-life-sciences-industry

Over the last 24 months, the biotech market has been varied with excitement due to the secular

UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916

EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland

UniCredit_Sunday Wrap_20240922

Two additional road signs emerged this past week, confirming the direction of travel for economic policies in the Western world.