海外研报
筛选
Our Global Views on AI
As market volatility has increased, we take a step back to aggregate the views on the AI theme and crucially the Enabler
海外研报
2024年09月02日
Cycle Playbook – Preparing for a Peak
Amid the excitement around AI, we must not lose sight of the cyclical nature of semiconductors and tech hardware. As we approach a cycle peak, we share our insights on navigating the transition.
海外研报
2024年09月02日
It’s About Labor Markets Now
The Fed is shifting focus toward the labor market. Because we expect slowing but no slump, we think the Fed resets policy
海外研报
2024年09月02日
J.PMorgan US Weekly Prospects
3Q GDP growth tracking stronger on signs of solidconsumer spendingBusiness spending has been more cautious and busi-ness sentiment is downbeat
海外研报
2024年09月02日
Latest monthly NISA data still showing strong growth
Summary of the weekTOPIX: 2,712.63 (1.0%) / NK225: 38,647.75 (0.7%)
海外研报
2024年09月02日
Global Rates Trader Policy Priorities Diverge
Ahead of key US data next week, signals out of the US have furthered the post-JulyNFP theme. Incremental inflation news has reinforced the shift in Fed focus towards
海外研报
2024年09月02日
Global FX Trader Waiting for Labor Da(y)ta
Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver
海外研报
2024年09月02日
A Little Less Resilient
One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six
海外研报
2024年09月02日
FX Daily Commentary
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
海外研报
2024年09月02日
ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September
BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
海外研报
2024年09月02日
