海外研报
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SocGen - FX View - A surprisingly resilient euro
The RBA left rates on hold this morning and at first, the currency liked it. Some concerns about growth (stagflation was bandied around in the press) have taken the gloss off, though in general,
海外研报
2024年09月27日
SocGen - Market Wrap-up - Rating changes remain at record highs
Credit quality continues to improve in both Europe and the US. And while it is
海外研报
2024年09月27日
SocGen_Market Wrap-up Uniform performance is unlikely to last_20240924
Since the early August sell-off, we’ve seen financials outperform non-financials. However, since the weakness recorded two weeks ago, the market has seen all
海外研报
2024年09月27日
GD--CONFIDENCE CRISIS CONTINUES
The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
海外研报
2024年09月28日
Four influential changes from the jointed press conference
At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),
海外研报
2024年09月28日
BofA_FX Viewpoint Risk Managing the USD_20240926
• Markets have reacted well to the Fed's 50bp cut, further supporting the "soft landing"
海外研报
2024年09月28日
