海外研报

SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.

Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB

GD--ECB: 25BP NOW, 25BP IN DEC

The market went into the meeting pricing a 96% probability of a cut, but you will forgive us if we

Deutsche Bank Research - Investor Positioning and Flow - Oct 21

On the growth front, positive surprises started with the robust payrolls report

SocGen - Morning Briefing - 18 October 2024

Euro stays lower after dovish ECB rate cut, EGB curve steeper. Next 25bp cut to 3.0% likely in

Deutsche Bank Research - Hershey

HSY reports 3Q24 earnings results on Thursday, November 7th pre-market

Deutsche Bank - Mapping Markets Oct 21

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank - Mapping Markets Oct 21 (1)

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

GD--DATA VS POLICY PANIC: SOMETHING DOESN’T ADD UP

September and Q3 data generally beat TSL and market expectations. Q3/24 GDP came in at

CitiFX Techs - US rates_ Momentum vs resistance

US rates are testing interesting resistance levels. While the momentum on yields suggests that we could see further upside,

GS--China: PBOC delivers 25bp cut to both 1-year and 5-year LPR

The PBOC delivered 25bp cuts to both the 1-year and 5-year LPR today (Oct 21st)