海外研报

SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o

◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and

SocGen_On Our Minds US elections approaching and race tightens_20241014

The US elections are scheduled to take place on November 5. The most recent polls

tactical-flow-en-emea-pc-brochure

Flows into UCITS ETPs remained positive last week, with $2.5B of net buying, adding to the $6.6B of inflows from the

GS--Thailand: BoT Surprises with a 25bp Cut at October meeting

The Bank of Thailand (BoT) MPC committee voted 5 to 2 to cut the policy rate by n

GS--Investor feedback following NatWest and Lloyds initiations

On October 4, we outlined our thesis that the UK banks are at a key turning point,

GS-- Boosting September Core PCE Estimate to 25bp

BOTTOM LINE: Import prices declined 0.4% in September, slightly below

UBS--Weekly - Regional View UK_en_1625627

The next round of central bank meetings begin this week. On Thursday,

GD--COOLING SERVICES INFLATION BRINGS BOE EASING CYCLE CLOSER

Disinflation gathered pace in September, clearing the path for a monetary easing cycle to kick in. Annual headline