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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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Japan Weekly Kickstart Could sentiment finally be shifting on Japan SMID?

The strong performance of the Russell 2000 index so far thismonth (+8% since 9 July) appears to have re-focused some
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Global Rates Trader Policy Path Dependent

While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.
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Authorities Reach Agreement on External Debt Restructuring with Bondholders

Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
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Never (OK, rarely) short a dull market

Two studies, one conclusionThe challenge with studies on prolonged stretches like the chart on page 1 is that
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