海外研报
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Any more systematic pressure in USDJPY and US equities?
Benchmark CTA down big this past MondayWhile declining steadily in each of the last four weeks, this past Monday the SG CTA benchmark index posted its largest daily drop since Mar-23. This on the same day
海外研报
2024年08月12日
All EM Asian markets saw foreign selling this week, led by A-shares and
EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报
2024年08月12日
Global Rates ldeas EM & DM
We highlight opportunities for tactical flattening carry tradesin the US and Türkiye
海外研报
2024年08月12日
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
海外研报
2024年08月12日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月14日
Cheatsheet - G10 & EM Week Ahead: Half and half
US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail
海外研报
2024年08月14日
CHF: more reversal in sight?
Asia overnight Investors are making a cautious start to the week. While investor sentiment continues to gradually recover following last week’s drubbing, key US retail sales
海外研报
2024年08月14日
Don’t throw away a nest egg!
As this week made clear once more, it is always important to keep a nest egg for a rainy day.Being able to whether storms is crucial when one is invested in risky assets so one is not forced to
海外研报
2024年08月14日
The Yen Carry Trade—A Roadblock to BoJ Hikes, Not Fed Cuts (Fishman/Kanter)
The recent sharp appreciation of the Yen coinciding with a spike in cross-assetvolatility has heightened the focus on the “Yen carry trade” and the broader
海外研报
2024年08月14日
Gaze Into the Data Long Enough...
Friday saw equities continue their recovery from steep selloffs early last week and the preceding Friday. The S&P500 and the NASDAQ both rose by around half a percentage point and the
海外研报
2024年08月14日
