海外研报

Citi_US Economics Weekly_20240927

Risks to the outlook for Fed policy remain asymmetrically dovish and we

CrossAssetWeekly--China leaves little doubt about its growth target

This week, Chinese authorities announced a broad selection of stimulus measures to support

Daily Tech Index--Equity Trading | 27 September 2024

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

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

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

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

The Kishida administration inherited and developed Abenomics (bold

FX Weekly--Like bulls in a China shop

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

Precious Metals Trading Desk View

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

The Emperor’s New Clothes

The “big” news on the week, at least the news that seemed to move markets the most, was

UBS--European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events