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SocGen - FX View - A surprisingly resilient euro

 The RBA left rates on hold this morning and at first, the currency liked it. Some concerns about growth (stagflation was bandied around in the press) have taken the gloss off, though in general,
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SocGen - European Economic Outlook - Growth close to potential and diverging fortunes

GDP growth was weak between 4Q22 and 4Q23, while employment has held up. It recovered to 0.3% qoq in 1Q24 and 0.2% qoq in 2Q24 and we expect it to hover around
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Bitcoin – Rise of the phoenix

Digital asset markets, particularly Bitcoin (BTC), are focused on the 5 November
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GS--Riksbank — 25bp Cut and Dovish Guidance as Expected; We Stick to Sequential 25bp Cuts

BOTTOM LINE: The Riksbank’s Executive Board cut the policy rate by 25bp to3.25% today, in line with our and consensus expectations. The press release
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Pattern recognition (beyond rates) – How asset markets behave into and through a cutting cycle

This communication has been prepared by RBC Capital Markets Rates Trading/Sales personnel for your information only and is not a research report
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China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN

The China capacity ‘butterfly’ has emerged and is flapping its
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Daily Economic BriefingPBOC stimulus by a thousand cuts

Against the prospect ofalabor market-ledcooling in US consumption, we havelooked for signs of a recovery from China and
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Faith maintained but valuation challenged

DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had
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"Is our presidents and economists learning?

President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
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Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't

investor concern about the Logistics & Shipping industry is the extent to which this is driving a
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