海外研报

MS China Equity Strategy - Is A New Rally Beginning

What are the qualifications/criteria for investment entities

MS - As the Fed recalibrates, what does it mean in a global context

The Fed cut rates by 50bps, but we did not see a huge shift in its reaction function. Rather,

FX Weekly--Like bulls in a China shop

Investors are bulled up. The Fed’s jumbo-sized 50bp rate cut has been

JPM_US Weekly Prospects_20240927

Surveys relating to the manufacturing sector remained downbeat this week, and August factory

Japan_ Kishida’s Abenomics and New Capitalism successor Takaichi vs. pseudo regime changer Ishiba

The Kishida administration inherited and developed Abenomics (bold

GS CHINA - What's New since Friday Close?

Asia (both DM and EM combined) was the most

GS--Greater China Semis: August: IC production +18% YoY

August data (Exhibits 1-4): IC (integrated circuits) production growth at +17.8%

Even lower than we expected

This morning, France’s inflation surprised strongly to the downside, with FR CPI at 1.2% and FR HICP at 1.5%,

GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking

We have just returned from marketing in the UK between 23rd and 27th September.

Daily Tech Index--Equity Trading | 27 September 2024

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas