海外研报

Daily Tech Index

This marketing publication has been prepared by the Trading Department of Bank J. Safra Sarasin Ltd, Switzerland, (hereafter “Bank”) for

China: plotting the way ahead for USD/CNY

The recent turnaround of the CNYThe CNY has made a sharp turnaround against the USD in August after being

Chile: IMF Extends Two-Year Flexible Credit Line for US$13.8bn

The International Monetary Fund (IMF) approved a SDR10.5bn (US$13.8bn) FlexibleCredit Line (FCL) for Chile. This facility replaces a prior FCL arrangement approved

Firmer Consumer and Construction Sector Business Confidence

Bottom Line: Business confidence in the manufacturing sector did not change inAugust; remaining in above-neutral optimistic territory and consolidating the 5.2pt

Hasta the last drop of oil – Initiating at Buy

Initiating coverage of Vista Energy with Buy RatingWe are initiating coverage of Vista Energy with a Buy rating and PO of US$70/ADR

Global Rates & FX Watch Estimating August FX rebalancing needs

Macro portfolio estimates: out of EUR and into USDWe estimate FX rebalancing needs based on a conventional 60/40 portfolio of global .

Trading Catalysts NVDA earnings, an underpriced risk

Economics: The time has comeAt Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powell

Divided shores

Supply risks in Libya have come to the fore but marketparticipants seem sanguine. Notwithstanding elevated

Quick Reaction Australia

Annual inflation fell to 3.5% y/y in July according to the monthly CPI indicator, down from the recent peak of 4.0% y/y in May. During the month, prices were

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Taiwan and Malaysia markets outperformed, whileChina and Hong Kong markets underperformed. Within MXAPJ sectors, Info Tech