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The Viewpoint: How Asian Central Banks Will React

The key debate is still US recession risks. Our US economics team continues to expect a soft landing with the Fed only cutting rates to 3.625% by end-2025.
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On Crude's Tug-Of-War

Bottom Line: A continued softening of oil demand will eventually intensifybearish pressures and pull the floor from beneath oil prices. But we probably arenot there yet..
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Japan: April-June Machinery Orders Flat, but Exceed Previously Announced Outlook

BOTTOM LINE: Private sector core machinery orders, a leading indicator for capex,rose +2.1% mom in June, the first increase in three months, and came in above the
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The Weekly Worldview: As the Dust Settles

As the dust settles following the market turmoil of the past couple of weeks, we huddled with our economists around the world to review the risks to our baseline
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FX Trade Idea-Sell EUR/USD

towards the bottom of its recent trading range in the coming months due to:1. Paring back of some of the market’s dovish Fed expectations for this
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HOW LOW IS LOW ENOUGH FOR THE FUNDS RATE?

After scuffling around the starting gate of the rate-cut betting race for more than year, market participants finally heard the bell go off on Friday and know the race is on. There are three tiers
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Precious Metals Trading Desk View

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

The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as
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GS Supply Chain Congestion Scale

Our weekly bottleneck scaleremained unchanged at ‘2’ this week,but the absolute level of our
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Month-In-Review: Where Next For BondYields And The Dollar?

The dollar is a buy over the nextsix to 12 months, but a sell over athree-year horizon.The yen has all the catalystsrequired to rally.
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