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The return of the rest?

In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
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Doubtful on growth, hopeful on the market

Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the
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FSA Fixed Income Daily Commentary

US Treasury: US Treasuries rallied last Friday, despite higherthan-expected US wholesale inflation. The yield on the policydriven 2yr notes fell 6.3bps to 4.452%, its lowest level since
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Another month of soft retail spending

Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
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DB CoTD: The greatest rotation...

Yesterday was a fascinating day for US equities. 396 of the S&P 500 were up on the day, the equal weighted index rose +1.17%, and the Russell 2000 small cap index
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Framing The Upside Path to 2025 Operating Income

In this report, we preview AMZN’s upcoming Q2’24 operatingresults and increase our above-Street 2025 GAAP Operating Income
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Global Macro Commentary

Fed Chair Powell says recent inflation data add confidence; USTs bear-steepen; BoC surveys show inflation expectations
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Land of the rising equities and bond yields — a look at cross-asset moves in Japan

Last week a softer-than-expected CPI print pushed forwardrate cut expectations and prompted one of the largest
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.
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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
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