海外研报

Venture Vision: Back to Neverland?

On the cusp of US rate cuts, according to our Economists, anticipation is high that venture/growth markets will step in to

When do equity investors need to worry about a recession?

Chicken and eggRecession fears have been at the forefront of investors’ minds for nearly three years.

DU--CitiFX Wire - DeskTalk

USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but

Intraday FX View FX & Precious Metals Trading | 12 September 202

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

PM_China+18Sep24

The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%

Japan: BoJ’s rate hike temporarily suspended

BoJ officials have repeatedly stated that if the outlook for the economy and prices is to be realised, they will adjust the degree of monetary

Barclays_Americas Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

JPM_US Weekly Prospects_20240927

Surveys relating to the manufacturing sector remained downbeat this week, and August factory

MS_Tesla Inc_20241002

Ahead of next week's 10/10 'We, Robot' event in Los Angeles we