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DailyTechIndex_20240919_en

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author
海外研报

CUB--Currencies monthly view

• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in
海外研报

China+ Chartbook September 2024

China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
海外研报

Why High Yield Now?

We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
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GS--China Economic Activity and Policy Tracker: September 20

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报

GS--What’s Next in Gas: Potential Ukraine transit deal poses downside risk to our TTF forecast

News today (September 19th) of a potential deal between Ukraine andAzerbaijan that would effectively prevent the halt of the remaining 42 mcm/d of
海外研报

US Election Cheatsheet_ All facts, no fiction

We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
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GS--The consumer, savings and stock performance

UK households benefit from positive real incomegrowth; the latest labour market data show private sector
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Taboo--Global Daily Market comments

This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized
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GS--Takeaways from Digital Forum: Underappreciated Technology Value

We attended the SLB Digital Forum in Monaco, which broughttogether 1,400 customers and technology partners, and highlighted
海外研报