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SocGen - Morning Briefing - 18 October 2024
Euro stays lower after dovish ECB rate cut, EGB curve steeper. Next 25bp cut to 3.0% likely in
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2024年10月22日
SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.
Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB
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2024年10月22日
third-point-q3-2024-investor-letter_tpil (5)
The top five winners for the quarter were a private position in R2 Semiconductor, Pacific Gas
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2024年10月22日
Trailing stop for short EUR_USD
Important: Please note that in the United States, this fixed income research report is considered
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2024年10月22日
US Week Ahead_ October 21 - October 27
08:55 AM Dallas Fed President Logan (FOMC non-voter) speaks
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2024年10月22日
USD_ Trumpspeak vs Fedspeak
Strong US retail sales and firm China economic data as well as strong earnings
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2024年10月22日
When Things Kinda Make Sense
I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,
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2024年10月22日
BofA_High Frequency Monitor Persistently positive_20241021
Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US
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2024年10月22日
Top of Mind_ Post-election economic policies
With all eyes on the fast-approaching US election amid a close race between two
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2024年10月22日
GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)
Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n
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2024年10月22日
