海外研报

Precious Metals Trading Desk View

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

GS--Taiwan equities declined 2% amid weaker TWD

Performance: MSCI/All Taiwan -2% this week,

Barclays_Barclays Equity Factor Insights_ October_20241010

Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &

USD_ Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings