海外研报
筛选
SocGen - European Economic Outlook - Growth close to potential and diverging fortunes
GDP growth was weak between 4Q22 and 4Q23, while employment has held up. It recovered to 0.3% qoq in 1Q24 and 0.2% qoq in 2Q24 and we expect it to hover around
海外研报
2024年09月27日
SocGen - FX View - A surprisingly resilient euro
The RBA left rates on hold this morning and at first, the currency liked it. Some concerns about growth (stagflation was bandied around in the press) have taken the gloss off, though in general,
海外研报
2024年09月27日
SocGen - Market Wrap-up - Rating changes remain at record highs
Credit quality continues to improve in both Europe and the US. And while it is
海外研报
2024年09月27日
SocGen_Market Wrap-up Uniform performance is unlikely to last_20240924
Since the early August sell-off, we’ve seen financials outperform non-financials. However, since the weakness recorded two weeks ago, the market has seen all
海外研报
2024年09月27日
GS--USA: New Home Sales Decline by Somewhat Less Than Expected
BOTTOM LINE: New home sales declined by somewhat less than expected in
海外研报
2024年09月27日
GS--Events that will Drive a Seasonal Increase in Volatility
Single stock notional options volumes have declined notably over the past threemonths led by a significant decline in NVDA volumes. We see this as an indicator of
海外研报
2024年09月27日
GD--BEIJING’S RALLY
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年09月28日
