海外研报
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US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月12日
GS--UniCredit (CRDI.MI): Announcement of acquisition of 9% stake in Commerzbank
UniCredit has today (11 September) announced that it has acquired a c.9% stake inCommerzbank, out of which 4.49% has been acquired in an accelerated book
海外研报
2024年09月12日
MS--The worst thing to happen to cats since dogs
The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.
海外研报
2024年09月12日
GS--The 720: China’s Capacity, China+ Conference Takeaways
China’s Capacity - GS China+ Conference 2024 Key Takeaways: Cyclical inflection inproducers’ eyes. We hosted a panel on producers’ feedback on China capacity. The
海外研报
2024年09月12日
SocGen - On Our Minds - Bank Indonesia - Rate cut coming to town
Following a surprise hike in April, when currency and bond yields succumbed to rising risk-off pressure due to the then hawkish stance of the Fed, we now anticipate that Bank
海外研报
2024年09月12日
SocGen - Market Wrap-up - New issue premiums are not that low
New issue volumes have been very strong and have been taken down quickly by a highly receptive market. However, the higher new issue premiums are a nice
海外研报
2024年09月12日
SocGen - FX Pulse - Weekly FX summary – 9 September
US CPI on Wednesday. Presidential debate between candidates Trump/Harris on Tuesday. ECB f/c to cut 25bp on
海外研报
2024年09月12日
GS--Slowing growth with downside risks That is our outlook for the world's
At EASD today, Novo presented data for its oral amycretin drug (GLP-1/amylinco-agonist in a single molecule). The data for weight loss was already previously
海外研报
2024年09月12日
