海外研报

FOMC – Very dovish minutes open door to 50bps cuts

ImplicationsThe minutes suggest that Powell will take a very dovish tone at the Jackson Hole meeting. There are many dovish references to “almost all” or the “vast majority” of participants. If

Quick Reaction Australia

Annual inflation fell to 3.5% y/y in July according to the monthly CPI indicator, down from the recent peak of 4.0% y/y in May. During the month, prices were

Oil Tracker: Upside Risks to Non-OPEC Supply From Company Data

The Brent crude price hit a new year-to-date low on Tuesday as Libya oil productionmay recover sooner given a reportedly nearing potential truce and as commodity,

GS--Global equities lost 3.7%, Cyclicals vs

Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator

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

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