海外研报

SocGen - On Our Minds - Bank Indonesia - Rate cut coming to town

Following a surprise hike in April, when currency and bond yields succumbed to rising risk-off pressure due to the then hawkish stance of the Fed, we now anticipate that Bank

Taboo--Global Daily Market comments

This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized

GS--Oil on the boil - more reflationary momentum across assets

Last week tensions in the Middle East triggered a large