海外研报
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GS--Nike Inc. (NKE): CEO transition announced
After market close on September 19th, NKE announced Mr. Elliott Hill will rejoin NKEas President and CEO effective October 14th, 2024. Current CEO and President Mr.
海外研报
2024年09月20日
USB--Asia ex-Japan equities
Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow
海外研报
2024年09月21日
China+ Chartbook September 2024
China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
海外研报
2024年09月22日
GS--MSCI EM rose 2% wow amid Fed easing rates
Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in
海外研报
2024年09月22日
GS-- Local Rates or the Fed Cycle? (Zhong/Koul)
MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in
海外研报
2024年09月22日
PreciousMetalsTradingDeskView_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年09月22日
Why High Yield Now?
We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
海外研报
2024年09月22日
US--Long awaited easing cycle commences with a bang
With the FOMC meeting in the rear view, it will be a quieter week ahead,with highlights including PCE inflation, personal income & spending,
海外研报
2024年09月23日
