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SocGen - Fixed Income Special - Convergence in sovereign greeniums

The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.
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SocGen - Fixed Income Weekly - Soft landing vibes

The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all
海外研报

SocGen - On Our Minds - BoJ’s next rate hike depends on fate of US economy

The BoJ kept its policy rate at 0.25% today. At the press conference, in relation to the
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SocGen - On Our Minds - Taiwan - Monetary policy divergence with the Fed to persist

Following a similar move in June, the CBC announced a 25bp increase in the required
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SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise

The surprise move by the Fed implies a high level of confidence that inflation is on track to
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GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews

In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
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GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX

China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
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GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)

A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,
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top-three-trends-and-challenges-affecting-the-life-sciences-industry

Over the last 24 months, the biotech market has been varied with excitement due to the secular
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US_Pulse_Fed_starts_easing_cycle__1

The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .
海外研报