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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

Quick RIC - Between a stock and a hard place

The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
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Central_Bank_Weekly__20th_September_2024

RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45 economists surveyed by Reuters unanimously
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BofA_US Economic Weekly Softer growth and a more dovish Fed_20240920

Weekly viewpoint: A bumpier landingWe have tweaked our economic forecasts. In response to softer-than-expected labor
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precision-insights-em-august-2024

We outline our latest views on emerging market (EM) single countries, updated regularly to reflect the latest macro and .
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precision-insights-credit-sep-24

With most developed market (DM) central banks having kicked off their rate cutting cycles, high yield
海外研报

PreciousMetalsTradingDeskView_20240919_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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Remain LT bullish on Private Credit & less concerned with credit within our coverage

Remain bullish on private credit – long and short-termAs we prepare for lower interest rates, we have monitored an increase in investor inbound
海外研报