海外研报
筛选
USB--Hong Kong utility stocks key beneficiaries of falling US Treasury yields
Hong Kong utility stocks are historically highlycorrelated to US Treasury yields. They are key
海外研报
2024年09月24日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月24日
Weekly commentary
Policy focus sharpens in U.S. election• The U.S. election outlook is coming into focus with election day just weeks out.
海外研报
2024年09月24日
MS - European Equity Strategy - Demystifying Cyclicals vs Defensives_20240917
The recent sharp underperformance of cyclicals vs defensives is almost exactly in-line with the soft landing playbook (both 1995-
海外研报
2024年09月23日
DB_Commitment of Traders_20240920
Interest Rates: Speculators were bearish in Treasury futures, extending their net short positions by 134K contracts in TY equivalents over the week
海外研报
2024年09月23日
FX Daily Snapshot Europe Weekly Focus
The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation
海外研报
2024年09月22日
GS--End of Week Market Intelligence: rate relief...
US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets
海外研报
2024年09月22日
GS--MSCI EM rose 2% wow amid Fed easing rates
Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in
海外研报
2024年09月22日
GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)
We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart
海外研报
2024年09月22日
DailyTechIndex_20240919_en
This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author
海外研报
2024年09月22日
