海外研报

SocGen_Americas Cross Asset Monthly_20241009

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

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

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

GS-- cross-strait stocks underperformed

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

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

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

GS--Financial Account Showed Sizeable Outflows

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

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government

GS--Estimating 0.24% for September Core PCE

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

FX Fair Value Update--USD long-term fair value recovers in Q224

The USD saw its long-term fair value increase across the board in Q224

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9