海外研报
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SocGen - On Our Minds - Activity data demand a rate cut, but headline inflation may get in the way
India’s headline inflation data for September, which surprised well to the upside, may
海外研报
2024年10月18日
Barclays - Hermes - Setting the Agenda_20241017
We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes
海外研报
2024年10月18日
SocGen - Global Strategy Weekly - These are the most extraordinary of times
The US consumer has surprised on the upside recently. But these gains have been
海外研报
2024年10月18日
SocGen - FX View - ECB – all priced in but nowhere to go
Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’
海外研报
2024年10月18日
