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GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in
海外研报

SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance

Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp
海外研报

SocGen_Americas Cross Asset Monthly_20241009

And just like that … employment risks disappear. A strong labor market and the steady
海外研报

SocGen_Asia Equity Strategy 3Q24 in Pictures – Returns, valuations, earnings, and flows_20241009

Asia’s most profitable quarter since the China reopening Asia equities posted their
海外研报

SocGen_On Our Minds A very French budget- 2 3 from spending cuts and 70 from tax hikes_20241010

The details of France’s budget are finally out. After a deficit of 6.1% in 2024, the target is
海外研报

GS-- cross-strait stocks underperformed

Performance: MSCI/All Taiwan +4.2%/+2.3% this week,
海外研报

GS--The BOK has Started the Post-Pandemic Easing

The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to
海外研报

GS--Financial Account Showed Sizeable Outflows

Bottom Line: The current account balance improved from a surplus of US$0.8bn
海外研报

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government
海外研报

GS--Estimating 0.24% for September Core PCE

BOTTOM LINE: September core CPI rose 0.31% month over month, above
海外研报