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This marketing publication has been prepared by the Trading Department of Bank J. Safra Sarasin Ltd, Switzerland, (hereafter “Bank”) for
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2024年08月29日
Potential implications of corporate tax reform for S&P 500 earnings
Recent investor questions have focused on the possibility of changes tocorporate tax policy following the upcoming US elections in November. While
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2024年09月05日
Nomura Quant Insights
Best to keep an eye on macro hedge funds' continued bullishness on US equitiesIn the US, the S&P 500 continued its slide yesterday. It looks as though in the run-up to
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2024年09月10日
USA_ August Housing Starts Rebound Above Expectations
BOTTOM LINE: Housing starts rose by 9.6% in August, above expectations for asmaller increase. The rebound was led by the South, where Hurricane Beryl likely
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2024年09月19日
US--Long awaited easing cycle commences with a bang
With the FOMC meeting in the rear view, it will be a quieter week ahead,with highlights including PCE inflation, personal income & spending,
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2024年09月23日
"Is our presidents and economists learning?
President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
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2024年09月27日
