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CEE in focus: Limited spillovers from French elections so far

Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
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China+ Chartbook September 2024

China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
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Barclays--European Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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USB--Get ready 4Q outlook: Rates, votes, and volatility

As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.
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FX Weekly--Muted USD reaction as Fed easing begins

FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for
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SocGen - Credit Strategy Weekly - Rate cuts to the rescue

A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
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SocGen - Fixed Income Special - Convergence in sovereign greeniums

The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.
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GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)

A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,
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UBS--Preparing portfolios for the fourth quarter Weekly Global

Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.
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XCCY Weekly 2024-09-20

• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their
海外研报