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SocGen - Multi Asset Portfolio - Cracks in US exceptionalism
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
海外研报
2024年09月16日
SocGen - On Our Minds - BoE preview – on hold and a further £100bn QT envelope
August’s narrow vote in favour of a cut, with some members who voted for the cut describing the decision as “finely balanced”, implies that the MPC will proceed
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2024年09月16日
SocGen - On Our Minds - ECB staff still on holidays. Bigger downward revisions likely ahead
Given the recent market volatility and re-pricing of rate cuts since the July meeting, today’s ECB press conference was surprisingly uneventful. A second cut was delivered as
海外研报
2024年09月16日
SocGen - On Our Minds - LDP presidential election and future economic policy
The LDP presidential election is to be held on 27 September. A record nine people have announced their candidacy. As Diet members’ votes are expected to be dispersed among
海外研报
2024年09月16日
UBS_WA (30)
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
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2024年09月16日
USA_ Core Import Prices Decrease Below Expectations
BOTTOM LINE: Import prices and import prices ex-petroleum decreased in August,below consensus expectations. Following this morning’s import price data, we
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2024年09月16日
GS--USA: UMichigan Sentiment Above Expectations
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the September preliminary report, slightly above consensus
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2024年09月16日
GS--Weekly Fund Flows Bond Flow Volatility Remains High
Global fund flows, week ending September 11n Flows into mutual funds and related investment products showed net outflows
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2024年09月16日
GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.
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2024年09月17日
GS--Affirm Holdings (AFRM): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remained confident in the runway ahead of them, with
海外研报
2024年09月17日
