海外研报

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

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

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,

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

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