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FX View Humpty Dumpty dollar?
The first of the two charts below shows the dollar’s real effective value since 1980 during which time we have already seen two major rallies (in the first half of the 1980s and the second
海外研报
2024年09月03日
Week Ahead in Economics
US non-farm payrolls will take centre stage next week. Following the soft July figure, we expect a rebound to 175k, which is a moderation from the pace seen earlier in the year. This
海外研报
2024年09月03日
Asia Cross Asset Focus – Monthly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
海外研报
2024年09月03日
The Problem of Relative Prices
One of the points I don't understand was brought home to me again when I read what ECBExecutive Board member Isabel Schnabel said on Friday: that the ECB's monetary policy
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2024年09月03日
FAST FX Fair Value Model
The UK bank holiday last Monday meant the FAST FX model did not enter any trades last week. The model remains up 2.50% over the past year
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2024年09月03日
Weekly IMM FX Positioning
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are
海外研报
2024年09月03日
TOP 5 CLIENT QUESTIONS
Is the US in recession or will it be in the next 12 months? Recession probably hasn’t started yet. The economy is entering a soft patch but the Fed will now begin cutting every
海外研报
2024年09月05日
Investment Banking Monitor: Some improvement in M&A and DCM, but weaker ECM
Announced August investment banking activity levelsrose 9% YoY and were only 2% below average August
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2024年09月05日
nterest Rate Cuts; Analysis Shows Transports Fare Well
Bottom Line: As the probability that a rate cut comes more into view at theSeptember Fed meeting, we wanted to refresh our analysis on share price
海外研报
2024年09月05日
How do Asian equities trade the start of a Fed cutting cycle?
Post-Fed cut performance hinges on the growth backdrop: While performancefollowing the first Fed cut has varied widely, the MXAPJ median performance has
海外研报
2024年09月05日
