海外研报

GS--DigitalBridge Group (DBRG): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) DigitalBridge believes itsactively-managed asset manager approach will be able to drive significantly faster

GS--European September Flash PMI Preview

BOTTOM LINE: We expect the upcoming Euro area flash PMI (released on Monday,23 September) to decline to 50.6, slightly above consensus expectations of 50.5. We

EM EMEA Weekly

Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday

Maybe the Third Time Isn’t the Charm

The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%