海外研报
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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
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 -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_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
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
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
Weekly - Regional View US_en_1624131
It’s been over 900 days since the Federal Reserve first hiked interest rates inresponse to surging inflation, embarking on one of most aggressive policytightening journeys in history. Now, 2.5 years and
海外研报
2024年09月19日
Will they do 25 or 50
Today's topics: US equities consolidated, bond yields higher // A three-prongedfocus today for the Fed // Size of rate cut, updated Fed forecasts, and Powell’s press
海外研报
2024年09月19日
