海外研报

SocGen - Credit Strategy Weekly - Rate cuts to the rescue

A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision

Quarterly Vantage Points September 18, 2024

Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The

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