海外研报

Weekly IMM FX Positioning

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

TOP 5 CLIENT QUESTIONS

Is the US in recession or will it be in the next 12 months? Recession probably hasn’t started yet. The economy is entering a soft patch but the Fed will now begin cutting every

How do Asian equities trade the start of a Fed cutting cycle?

Post-Fed cut performance hinges on the growth backdrop: While performancefollowing the first Fed cut has varied widely, the MXAPJ median performance has

Capital at risk: nature through an investment lens

As natural resources come under growing strain, we see new risks and opportunities emerging for investors. An