海外研报

Barclays - Hermes - Setting the Agenda_20241017

We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes

GS-- demand re-balance and debt resolution

MOHURD, jointly with MOF, MNR, PBOC and NFRA1, held a press conference on

GS-- Long duration demand: Why the stars are realigned again (Karoui/Ali)

In recent research, we discussed the drivers of 30-year non-financial bond issuance,

GS--Credit Notes: Taking stock of the election premium in Uruguay (Fabius)

On October 27, Uruguay will hold its general election and plebiscite on its pension

EM FX portfolio update_ taking profit on short EUR_MXN ahead of the US election

While in our view the MXN is currently trading in its fair valuation range,

GS--Euro Area: Final Inflation Details Show Underlying Inflation Declining Marginally

BOTTOM LINE: The final release of Euro area inflation for September showed

GS--Slight improvement in production activity from August lows

Rural: Rural activity exhibited mixed signals in September — Tractor registrations n

GS-- Export Volume Remains on YoY Decline Since Early 2024

BOTTOM LINE: Export value growth slowed to -1.7% yoy in September, from

JPM

future OFS order intake, in the context of increasing macro volatility and the execution of record backlogs, to

ME-cio-weekly-letter00052

cyclical bull market emerged on October 12, 2022. Since then, the S&P 500 has returned about