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GS--with large caps outperforming further

Performance: MSCI/All Taiwan +3.1%/+2.2% this week,
海外研报

SocGen_The Systematic Investor Report What the FX factors are telling us about

Currencies remain very data driven in the current environment. The US dollar has
海外研报

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged0005

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.
海外研报

SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017

As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary
海外研报

SocGen - FX View - ECB – all priced in but nowhere to go001

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’
海外研报

UBS--Chartset Global Listed Investment strategy

2020 was characterized by extreme volatility giveneconomic lockdowns imposed by
海外研报

Press conferences, meetings and summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a
海外研报

GS--Q3’24 Earnings Review: Solid Operating Results Maintain Investor Momentum on Key Themes

Netflix reported a solid Q3’24 earnings report driven by
海外研报

GS--Netflix Inc. (NFLX): Q3’24 Earnings First Take

We expect the market to have a muted to positive reaction to Netflix’s Q3 ‘24
海外研报

Maybe the Third Time Isn’t the Charm

The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%
海外研报