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SocGen - Market Wrap-up - Is it time to rethink our credit view.

The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a

海外研报 2024年09月16日

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

海外研报 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

海外研报 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

海外研报 2024年09月16日