海外研报

INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFUS/EU trade: Another risk off session in Europe (SXXP -0,7%, SX5E -1%, V2X +0.9pts, Adv 37%of $XXP) with downbeat earnings reports across sectors and weaker than expected

USD: in the shadow of the Rockies

It was a tentative start to the week for risk sentiment. The rhetoric from the Fed remains mixed. While dovish FOMC voter Mary Daly expressed more confidence

Barbell IG Position Provides Moderate Yield Pickup

With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market

SocGen - Fixed Income Weekly - Easing into it

The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,

BofA_FedEx Corp_20240920

Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets

FX Weekly--JPY vol picks up but what’s changed?

FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government