海外研报

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated.

DB CoTD: The payroll cat amongst the pigeons

Good afternoon from Berlin! On the other side of the Atlantic, the shock

FX Model Trend & Strategy02

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

JPM_EMFX_20241007

:tshould have [17.60504 daspii the monuous MFP prin! on Fndry which(this oeportunily lo add lo

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,

GS--E Ink stronger catalysts ahead

In this report we preview Largan, Fositek, and E Ink revenues for the coming 3

GS--US Week Ahead: October 7 - October 13

The key economic data release this week is the CPI report on Thursday. There are

War, Inflation, and the Neutral Rate

The probability that we see oil production targeted as part of the escalating fighting in the

Weekly commentary--Our anchor in choppy markets

Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.

GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT

Concern about the state of consumer balances on the debt side is misplaced. Usage of