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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
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
Taking stock after the surge in market volatility
Deeper DiveMarkets have given investors a rollercoaster ride over the past week. Arisk-off move in markets gathered pace at the start of last week as an
海外研报
2024年08月14日
Viewpoint by Charts
The first half of 2024 brought plenty of potential headwinds for investors, yet resilient consumer spending, better-than-expected corporate profits, and investors’ unchecked enthusiasm for a handful of technology companies more than overcame those
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2024年08月14日
The Ghosts of August Shall Fade August 2024
The last several weeks have been turbulent for equity markets, and the potential for episodic volatility persists amid concerns such as: the Federal Reserve (Fed)
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2024年08月14日
Gold to get its medal
The Fed’s cutting cycle, when it begins, will attract strategic investment in gold. We have lifted our year-end price target for gold to USD2,550/oz.
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2024年08月14日
JPY’s fast rise to the top
At present, the G10 FX PIX 2.0 signals that the NOK remains oversoldwhile the JPY and CHF remain overbought. We have temporarily
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2024年08月14日
Tech Positioning, Tech Calls, Networking Previews (COHR, FN, LITE), FTNT, WBD, Quanta
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Day, !'l be backing him up - including sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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2024年08月14日
The Risk Of An Inflation Surprise
Investors are so certain that the Federal Reserve is all set to make aggressive cuts in interest rates, that if July’s CPI release this Wednesday comes in higher
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2024年08月14日
Multi-Asset Strategy Daily
The first hurdle for UK markets – the labour market report – came in this morning. Wage data were in line, with weekly earnings excl. bonus rising 5.4% on a 3M/YoY basis. This seems like good news, as wages are
海外研报
2024年08月14日
