海外研报
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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
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月25日
GS--Global Economics Wrap-Up: September 27, 2024
Central bank pivots to sequential cuts:
海外研报
2024年09月29日
GS--with NII and expense guidance largely reiterated
WFC reported 3Q24 EPS of $1.42, better than Visible Alpha Consensus
海外研报
2024年10月13日
FX Weekly--USD continues to rebound ahead of US election
FX View: The USD is on course to advance for the third consecutive week. We
海外研报
2024年10月20日
MS_Charts That Caught My Eye_20241022
A guiding principle at Morgan Stanley Research is to enhance
海外研报
2024年10月23日
