海外研报
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SocGen - Market Wrap-up - New issue premiums are not that low
New issue volumes have been very strong and have been taken down quickly by a highly receptive market. However, the higher new issue premiums are a nice
海外研报
2024年09月12日
SocGen - On Our Minds - Bank Indonesia - Rate cut coming to town
Following a surprise hike in April, when currency and bond yields succumbed to rising risk-off pressure due to the then hawkish stance of the Fed, we now anticipate that Bank
海外研报
2024年09月12日
GS--The 720: China’s Capacity, China+ Conference Takeaways
China’s Capacity - GS China+ Conference 2024 Key Takeaways: Cyclical inflection inproducers’ eyes. We hosted a panel on producers’ feedback on China capacity. The
海外研报
2024年09月12日
MS--The worst thing to happen to cats since dogs
The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.
海外研报
2024年09月12日
GS--UniCredit (CRDI.MI): Announcement of acquisition of 9% stake in Commerzbank
UniCredit has today (11 September) announced that it has acquired a c.9% stake inCommerzbank, out of which 4.49% has been acquired in an accelerated book
海外研报
2024年09月12日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月12日
A funny thing happened on the way to the....
CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged
海外研报
2024年09月13日
