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SocGen - Week Ahead in Economics - Big data week for the ECB after the Fed surprise

The surprise move by the Fed implies a high level of confidence that inflation is on track to
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top-three-trends-and-challenges-affecting-the-life-sciences-industry

Over the last 24 months, the biotech market has been varied with excitement due to the secular
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US_Pulse_Fed_starts_easing_cycle__1

The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .
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UBS--"Have lunch or be lunch" – Europe must act

Mario Draghi's attention-grabbing plea for a revitalization of EU
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GS--Trackers 101 - One of the more underappreciated

A solar tracker is a device which a solar panel is mounted on that moves the solarpanel to follow the sun’s path across the sky. This allows for more sunlight to be
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Asia FX Talk - Softening activity in Europe

Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined
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Barclays_Euro area inflation forecast update Energy in the driver's seat_20240923

The details of August EA HICP show underlying core goodscontinue to normalise higher, despite the downside surprise,
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BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923

Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
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China PBoCs big stimulus

. The 7-day reverse repo rate, which is now the main policy rate, will be cut by 20basis points (bp) to 1.5%. This will lead to the medium-term lending facility (MLF)
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GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer
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