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Viewpoint by Charts
The first half of 2024 brought plenty of potential headwinds for investors, yet resilient consumer spending, better-than-expected corporate profits, and investors’ unchecked enthusiasm for a handful of technology companies more than overcame those
海外研报
2024年08月14日
Taking stock after the surge in market volatility
Deeper DiveMarkets have given investors a rollercoaster ride over the past week. Arisk-off move in markets gathered pace at the start of last week as an
海外研报
2024年08月14日
Weekly IMM FX Positioning
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 may not be considered investment research or an
海外研报
2024年08月14日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.5% today. Indonesia and Korea markets outperformed,while China and Hong Kong markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年08月15日
Australian Economic Insight
Australian Economic Outlook: revised forecasts Our broad outlook remains that real household disposable incomes will get a
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2024年08月15日
What about Trump and China?
According to BCA Research's Geopolitical Strategy service, Trump's brand, legacy, and populist movementare based on the
海外研报
2024年08月15日
Argentina Equity Strategy
Almost a year ago, we published the note Back to the Future? Similarities and Differences vs. 2015 Election, analyzing how Argentine equities behaved ahead of
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2024年08月15日
TEN QUESTIONS ABOUT A 'FISCAL CRISIS'
It would be a wild exaggeration to say DM fiscal risks are always a pressing concern for global investors. But these days, questions about the “fiscal trajectory” (to use the economist’s
海外研报
2024年08月16日
WHAT COULD MOVE THE MARKET IN H2/24
Brazilian assets are finally showing more convincing signs of recovery. Following the sharp selloff during the first half of the year, the Brazilian market appears to have turned a corner, with
海外研报
2024年08月16日
Asia Open - US core CPI endorses 50bp cut Sept
UST curves bull-flattened after the favorable US core CPI, prefaced by optimistic UK and Sweden core inflation figures. SPX futures
海外研报
2024年08月16日
