海外研报
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SocGen - FX View - Is the Fed a hare or a tortoise
Will Bill Dudley be on Jay Powell’s Christmas card list this year? Mr Dudley’s piece for Bloomberg, arguing for a 50bp rate cut tomorrow, has helped tilt the market a little further in
海外研报
2024年09月19日
SocGen - China Economic Update - Slipping into a downward spiral
Domestic activity data deteriorated more than market expectations in August again. With the data in hand, 3Q GDP growth is tracking at
海外研报
2024年09月19日
Rabo 2,750 beeps
The market is waiting for the Fed to cut rates today for the first time in years: the economistBloomberg survey expects 25bps; markets are split between pricing 25bps and 50bps, with the
海外研报
2024年09月19日
PM_US18Sep24
duce the funds rate by 25bp today, followed by 50bp easings at the November and December meetings, as
海外研报
2024年09月19日
PM_UK18Sep24
Last month, the Bank of England used GfK’s consumer confidence survey to justify rate-setters’ view
海外研报
2024年09月19日
PM_LATAM18Sep24
Argentina’s inflation battle remains intense, as the latest data show consumer prices increased more than expected
海外研报
2024年09月19日
PM_EZ18Sep24
Media reports suggest Rome thinks it will undershoot its deficit target this year, as revenues have come in
海外研报
2024年09月19日
PM_EMASIA18Sep24
Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of
海外研报
2024年09月19日
PM_China+18Sep24
The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%
海外研报
2024年09月19日
JPM_International Market Intell Morning Briefing_20240918
OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
海外研报
2024年09月19日
