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Precious Metals Trading Desk View
The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as
海外研报
2024年08月28日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwinds nfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月29日
Softer 2024-25 Growth Outlook; Negative Output Gap; Low FX Pass-Through; Marginally Higher r
Bottom-Line: The 2Q24 Inflation Report (2Q-QIR) is consistent with the policysignals conveyed at the Aug 8 MPC meeting and minutes. The MPC became less
海外研报
2024年08月29日
THE UNITED STATES ECONOMIC MONITOR
We look for a 0.13% rise in the July core PCE deflator, implying downside risk to the 0.2% consensus.Real consumption probably rose by 0.3% in July,
海外研报
2024年08月29日
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
海外研报
2024年08月29日
US Strategy: Trading Politics
In November, US voters will decide who controls the White House, Senate and House of Representatives. With the race a
海外研报
2024年08月29日
Stable fundamentals but shifting priorities
What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n
海外研报
2024年08月30日
S&P 500 Dividend WeeklyFor the Week Ended 27-Aug-2024
Breakdown of 2024 Estimated $PX Dividends: Out of 75.0 points ofdividends expected for FY24 by consensus estimates, ~66% (49.8ip) havealready gone ex (realized) to date, another 9% (6,7ip) have been announced butnot yet gone ex-dividend, and
海外研报
2024年08月30日
Nomura Quant Insights
Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
海外研报
2024年08月30日
