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Investment lmplications Of Election and Trump Policies

According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors
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Alger AI_Investment_Opportunity_Not_Economic_Catastrophe_Commentary

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GS MORNING_ 1) FX Trader Call Today, 2) Implications of the Energy Shock for FX, 3) Latest on Hormuz Flows & TTF Prices, 4) Iran Webcast and 5) US CPI Preview.

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MPC Cuts Policy Rate by 25bp to 10.75% in a Split 3-2 Decision

Bottom Line: The MPC cut the policy rate by 25bp to 10.75% in a split 3-2 decision.Directors Irene Espinosa and Jonathan Heath dissented in favor of holding the policy
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GS Brazil_ Higher Than Expected Feb IPCA Inflation

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GS Americas Energy Services_ Middle East Disruptions Risk Assessment_ Onshore More Resilient and Durable vs Offshore

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SocGen_Global EM Weekly EM FX response to Iran War scenarios, and other stories_20260313

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Global Equity Monitor

This monitor uses five charts from the Guide to the Markets to analyse the state of the global equity market and assess where opportunities, and risks, may lie.
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GS MORNING_ 1) RBA Hike, 2) Natural Gas Comment, 3) G10 Central Bank Meetings Outlook, 4) COPOM and 5) Positioning Report

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Taiwan: Broad Declines in IP and Retail Sales in July

Taiwan’s industrial production (IP) fell 3.3% mom sa in July, with the pace of declineaccelerating from -0.6% the previous month. The outcome was in line with
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