海外研报

SocGen - Fixed Income Weekly - Racing to ease

Global bond markets are racing to price-in more easing as central banks show greater

SocGen - Credit Strategy Weekly - When is the market supposed to tighten

Risk appetite gets a boost. The PMI indices in the eurozone were poor at the start of the week,

MS_The Weekly Worldview- Tariffs, revisited_20240930

Tariff proposals by former President Trump, if fully

MS_Global FX Positioning- Short USD Positioning Bias Retained_20240930

In the week ending Friday, September 27, options pricing data indicate that investors

FX Trade Idea--Fast FX Model: closing short EUR/JPY for profit

The views expressed in this report accurately reflect the personal views of the undersigned

Inflation-linked Focus

This morning, France’s inflation surprised strongly to the downside, with

EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite

Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial

Dutch pension reform update

Summary The solvency in the sector is fairly stable with an average coverage ratio of 118,4% as of

DB_China Macro September PMI Charts_20240930

Looking ahead,the comprehensive stimulus package (see ournote ChinaMacro:How is This Time

DB - China Macro - How is this time different_20240930

Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of