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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
海外研报

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
海外研报

SocGen_Americas Cross Asset Monthly_20241009

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

SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance

Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp
海外研报

GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in
海外研报

GS--Reiterate Buy and Raise Price Target to $150

We hosted a group investor meeting with Jensen Huang (Founder,
海外研报

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and
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GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion

n KOSPI rebounded by 1.1% amid the BoK first cut and
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GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.
海外研报

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal
海外研报