海外研报
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GS--India Pharma: Aug’24 Pulse Check: Export tracker
We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s
海外研报
2024年09月16日
A small step for the dollar or a giant leap against it?
USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.
海外研报
2024年09月19日
GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance
In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting
海外研报
2024年09月19日
PM_EMASIA18Sep24
Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of
海外研报
2024年09月19日
PM_EZ18Sep24
Media reports suggest Rome thinks it will undershoot its deficit target this year, as revenues have come in
海外研报
2024年09月19日
PM_LATAM18Sep24
Argentina’s inflation battle remains intense, as the latest data show consumer prices increased more than expected
海外研报
2024年09月19日
PM_UK18Sep24
Last month, the Bank of England used GfK’s consumer confidence survey to justify rate-setters’ view
海外研报
2024年09月19日
Rabo 2,750 beeps
The market is waiting for the Fed to cut rates today for the first time in years: the economistBloomberg survey expects 25bps; markets are split between pricing 25bps and 50bps, with the
海外研报
2024年09月19日
SocGen - China Economic Update - Slipping into a downward spiral
Domestic activity data deteriorated more than market expectations in August again. With the data in hand, 3Q GDP growth is tracking at
海外研报
2024年09月19日
SocGen - FX View - Is the Fed a hare or a tortoise
Will Bill Dudley be on Jay Powell’s Christmas card list this year? Mr Dudley’s piece for Bloomberg, arguing for a 50bp rate cut tomorrow, has helped tilt the market a little further in
海外研报
2024年09月19日
