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Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.
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Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views
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MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007

We upgrade cyclicals to OW vs. defensives following Friday's
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MS_AlphaWise US Consumer Pulse Survey Wave 58_20241007

Consumers May Start Spending Earlier This Holiday Season. With
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JPM_G10FX_20241007

The arpuen! lomn the heu euro tuis tial mwere out thare a fon meeks back was a corntraned
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JPM_Equity Strategy Chartbook October_20241007

See the end pages of this presentation for analyst certification and important disclosures.
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JPM_EMFX_20241007

:tshould have [17.60504 daspii the monuous MFP prin! on Fndry which(this oeportunily lo add lo
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GS--Oil on the boil - more reflationary momentum across assets

Last week tensions in the Middle East triggered a large
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GS--Global: GS Economic Indicators Update: Spain and UK CAI Continue to Outperform

Please find an update of our proprietary global economic indicators below. The data
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GS--Global Views: The Data Have Spoken

1. We have cut our 12-month US recession probability back to the unconditional
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