海外研报
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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Indonesia and Philippines markets outperformed,while India and Australia markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月14日
Key learnings from earnings season that support The Future of Utilities Capex
With second quarter earnings season now behind us, we reflect on key learningsthat support The Future of Utilities Capex, our constructive view on Utilities, and our
海外研报
2024年08月14日
Week 2 August – 9 August
The risk-off sentiment that characterised the beginning of this week was also felt in XCCY markets. However, looking at the broader picture, XCCY spreads were relatively sheltered. This included USDJPY XCCY, despite
海外研报
2024年08月14日
US Pulse: Fed officials view the labour market as healthy
Financial market volatility has eased since the disappointing US nonfarm payrolls (NFP) data for July roiled markets. Better data and Fed speak last
海外研报
2024年08月14日
US Week Ahead: August 12 - August 18
Tuesday, August 1306:00 AM NFIB small business optimism, July (consensus 91.5, last 91.5)
海外研报
2024年08月14日
What Are Companies Saying?
Consumer Health remains disperse with companies citing various consumer health pictures, often varying by business lines.
海外研报
2024年08月14日
Weekly commentary
• Recent extreme market volatility shows the impact of sudden sentiment shifts
海外研报
2024年08月14日
Interest Rates Daily
With summer, and the cusp of Fed easing upon us, lack of market depth has exacerbated market moves. Rates volatility has remained contained.
海外研报
2024年08月14日
Weekly IMM FX Positioning
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 may not be considered investment research or an
海外研报
2024年08月14日
There’s No Place Like Home: close-out and home repatriation of Yen-funded positions triggers global
Years of negative policy rates enticed Japanese households, pension plans, state-owned banks and the Bank of Japan itself to create what Deutsche Bank estimates as a $20 trillion carry trade0F
海外研报
2024年08月14日
