海外研报

GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion

n KOSPI rebounded by 1.1% amid the BoK first cut and

GS--Pulp & Paper: No Change in China Pulp/Paper Sentiment for Now

As China returns from the long Golden Week holidays, buyers and sellers are slowly

GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in

SocGen - Market Wrap-up - Where do we stand after the recent rally

Credit spreads improved strongly last week, with the USD IG index at its tightest

SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance

Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp

SocGen_Americas Cross Asset Monthly_20241009

And just like that … employment risks disappear. A strong labor market and the steady

SocGen_Asia Equity Strategy 3Q24 in Pictures – Returns, valuations, earnings, and flows_20241009

Asia’s most profitable quarter since the China reopening Asia equities posted their

SocGen_On Our Minds A very French budget- 2 3 from spending cuts and 70 from tax hikes_20241010

The details of France’s budget are finally out. After a deficit of 6.1% in 2024, the target is

GS--Tesla Inc. (TSLA): Initial thoughts on ‘We, Robot’ 10/10 event

We attended Tesla’s 10/10 ‘We, Robot’ event in LA, where Tesla unveiled its

GS--The BOK has Started the Post-Pandemic Easing

The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to