海外研报

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

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

GS--Global Economics Wrap-Up: September 27, 2024

Central bank pivots to sequential cuts: