海外研报
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South Korea Insight-Bank of Korea: on the cusp of a pivot
Although the Bank of Korea (BoK) today unanimously decided to keep its policy rate unchanged at 3.50%, its forward guidance has turned more
海外研报
2024年08月23日
The Structured Credit Trader No end to amend and extend
n Despite the rally across spread products, Freddie Ksenior tranches have lagged and now appear cheap vs.
海外研报
2024年08月23日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
海外研报
2024年08月24日
Global macro: Too far, too fast? (2)
In Global macro: Too far, too fast?, dated 5 August, wenoted that the US Federal Reserve, on average across
海外研报
2024年08月24日
All to play for in final leg of US presidential election
FX View: This week the US dollar (DXY) has fallen a further 1.0% as markets position with increased confidence for the start of the Fed easing cycle in
海外研报
2024年08月24日
Global Rates Trader Pivot in Place
A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing
海外研报
2024年08月24日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年08月24日
US Treasury futures: calendar rolls outlook, September-December 2024
RecommendationsTU – Mildly bearish. Positioning is bearish due to record-high asset manager net positioning in the sector. TU roll will likely be sensitive to risk events and front-end moves, including a
海外研报
2024年08月24日
