海外研报
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Weekly - Regional View Emerging Markets_en_1623966
Panama's strategic role as a transportation and financial hub, coupled withrobust growth in sectors such as construction, commerce, and transport,
海外研报
2024年09月19日
USA_ Core Retail Sales in Line With Expectations in August
BOTTOM LINE: Core retail sales rose 0.3% in August, in line with consensusexpectations, and headline retail sales rose 0.1%, against expectations for a decline.
海外研报
2024年09月19日
USA_ August Housing Starts Rebound Above Expectations
BOTTOM LINE: Housing starts rose by 9.6% in August, above expectations for asmaller increase. The rebound was led by the South, where Hurricane Beryl likely
海外研报
2024年09月19日
GS--September FOMC Preview: Shifting the Focus to Labor Market Risks (Mericle)
We interpret comments from Fed officials just ahead of the blackout period to nmean that the FOMC is more likely to cut by 25bp than 50bp at its September
海外研报
2024年09月19日
SocGen_Asia Equity Strategy 4Q24 Outlook – Don t chase returns in the late cycle_20240917
Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
海外研报
2024年09月19日
SocGen -FX Pulse - Weekly FX summary – 16 September 2024
Fed f/c to cut 25bp and update dot-plot on Wednesday. US retail sales and UK CPI on Tuesday. BoE forecast to stand pat on Thursday, BoJ to hold fire on Friday. Brazil CB could mull 25bp hike, PBoC to stay sidelined Wednesday. Turkey
海外研报
2024年09月19日
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
