海外研报

Precious Metals Trading Desk View

herein are those of the desk and/or the author only. The publication cannot be considered as

SocGen_Fixed Income Special Rates forecasts_20240927

securities or issuers mentioned in the report, if any. No part of his or her compensation was, is or

SocGen_Hello Autumn – the dollar correction is in a new season_20240926

The start of the unwind of the yen carry trade in Japan, the slowdown in the US economy and the

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday

GS--Westlife Upgrade, GCPL, China’s Activity Trackers

China Macro - The Politburo sent clear (and louder) easing signals. In the September

The Gathering Storms

Hurricane Helene has strengthened to a to a Category 4 storm ahead of its expected landfall on

GS--Trade Close: Close Options Recommendations for META, ACN, JEF and INTU

We close our recommendation to buy META calls. We close our 18-Sep, 2024

GS--How do UK equities perform when the Pound rises?

Riding risk. The BoE kept rates on hold and sent a slightly

GS--US Weekly Kickstart03

Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.

US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor

US equities were slightly net sold on the week, as large selling last Friday (options expiry/index