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JPM_Equity Strategy Eurozone to keep lagging- UK stays a preferred exposure within Europe_20240923

• SX5E has failed to make ground ever since March - top chart. Even as Eurozone valuations are undemanding, trading at 12.8x forward P/E, we keep
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MS - Michael J Wilson - Weekly Warm-up_ The Market Discounts an Outsized Cut and Waits

The Market Discounts An Outsized Cut...As we laid out last week, we thought that the best short-term case for equities was that the Fed could
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UBS--Opportunities in currencies and commodities

• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with
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PreciousMetalsTradingDeskView_20240923_en

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
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Quarterly Vantage Points September 18, 2024

Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
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SocGen - Credit Strategy Weekly - Rate cuts to the rescue

A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
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SocGen - Fixed Income Special - Convergence in sovereign greeniums

The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.
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SocGen - Fixed Income Weekly - Soft landing vibes

The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
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SocGen - On Our Minds - BoJ’s next rate hike depends on fate of US economy

The BoJ kept its policy rate at 0.25% today. At the press conference, in relation to the
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SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist

Following a similar move in June, the CBC announced a 25bp increase in the required
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