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ECB: A September cut remains on track

The ECB kept rates on hold today, as was universally expected. This decision was unanimous and the Governing Council was also united in not giving an explicit
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Machine Learning Based Trade Recommendations

The CARV model continues the short vol bias in Fixed Income and Credit,while shifting to a long vol bias for most Commodities, led by WTl andprecious metals. In Equities, NlFTY had
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Sunday Start | What's Next in Global Macro Labour at Dawn

The incoming Labour government will inherit a UK economy that, by many measures, has underperformed sharply. Since 2010, the UK has grown ~10% less
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The US consumer-should we be worried?

Consumer is moderating, not pulling back, The US consumer is and has been theengine behind economic growth. As rates stay higher for longer, the strength of theUS consumer is coming into
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Europe Non Research Other

All about the US inflation print this alernoon and i willtake my lead from there. The market feels as though it wanls to embrace alower USD and if the print is sot (rounding will also be important today)
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Equity Strategy

While the S&P500 was powered again this year by Mag-7, the cqual weightedindex -SPW, is up a more modest 6%, having peaked in March., Likewise,SXSE has also peaked in March - top chart. Indeed, the historical spreadbetween the performance ofS&P500
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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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Consumption and income growth slowed; consumer confidence deteriorated

n Spending: Chinese household consumption growth measured in year-over-yearterms slowed notably to 5.0% yoy in Q2 2024 from 8.3% yoy in Q1. On a
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Precious Metals Trading Desk View

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 cannot be considered as investment research or a research
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United Airlines Holdings Inc

United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines
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