海外研报

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

GD--SPENDING CUTS TAKE CENTRE STAGE

The Finance Ministry is preparing to present a broad proposal for spending cuts

GS--Americas Retail: Retail sales accelerate in September

Headline retail sales were +0.4% sequentially in September, below GS estimate n

GS--Americas Technology: Internet: Thoughts on UBER-EXPE Merger Press Reports

According to press reports (link), UBER has explored making an offer for EXPE in the

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