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Fixed Income Special European futures rollover outlook Sep-24/Dec-24
The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
海外研报
2024年08月27日
CHINA ECONOMIC UPDATE
July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
海外研报
2024年08月27日
Cross-Asset Weekly
Investors are eagerly waiting for Jay Powell’s speech at Jackson Hole where he is expectedto give his nod to a first Fed rate cut in September. While he will probably confirm that the
海外研报
2024年08月27日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年08月27日
Post 2Q24: Q224 Retail +18% cFX - Prada robust and Miu Miu acceleratio
H124 Sales +3% ahead of VA Consensus; EBIT 4% ahead:Ongoing outperformance in 2Q24 retail sales +18% (no
海外研报
2024年08月27日
Extraordinary Dividend Potential Remains Intact; Upgrade to Overweight
PBR's investment case remains centered on shareholder remuneration, which — for better or worse — is directly tied to
海外研报
2024年08月27日
Volatility Review
On Aug $* the VIX saw its largest ever intraday spike, driven by the largemarket sell-off, investor panic, a shift in short-dated volatility positioning, andlow liquidity during the pre-market session.
海外研报
2024年08月27日
US MARKET INTELLGENCE:MORNING BRIEFING
US: Futs are higher to start the week with small-caps outperforming. Pre-mkt, NVDA (+94bps)is leading both Mag7 and Semis higher as bond yields continue to decline as yield curve bullsteepens. USD is flat and commodities are bid with both Energy and
海外研报
2024年08月27日
US MARKET INTELLIGENCE: MACRO WEEK AHEAD
AUG 26- Durable Goods and Cap Goods at 8:30am ET. Dallas Fed Mfg. Activity at10:30am ET.AUG 27 - FHFA House Price index and House Price Purchase Index at 9am ET. Conf.Board Consumer Confidence/Present
海外研报
2024年08月27日
Reiterate Buy rating (on Conviction List) on Potential
We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
海外研报
2024年08月27日
