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GS--Taiwan: August Exports—Sustained Strength on Tech and US Demand

Taiwan’s exports rose 8.4% mom sa in August, rebounding sharply from acontraction of 1.7% the previous month. The outcome was well above expectations.
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GD--NAVIGATING THE US SOFT PATCH

A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign
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GS--Sponsor Activity Barometer Issue #28

We update our Sponsor Activity Barometer for the latest weekly datapoints (asof 6 September 2024). This week, our Barometer reading comes in again at +6%
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GD--JUST ANOTHER RECESSION HEADFAKE?

A running joke in my Chart stories is that I keep being overlooked for the Nobel prize ineconomics. Now – even more outrageous – I discover that some academics took my
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GD--ECB PREVIEW: EA GDP AND PROFITS SEAL A SEPTEMBER CUT Davide Onegli

With all key data ahead of the next ECB meeting finally out, officials are now certain to deliver another 25bp cuton Thursday, in line with our long-held expectations. While even ECB hawks have to admit that incoming data
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SocGen - Week Ahead in Economics - Should the ECB worry about growth.

The outcome of the ECB meeting on Thursday is an easy call: another 25bp rate cut. But ECB members will have to weigh a tricky outlook featuring sticky wages and services inflation
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DB--Mapping Markets: Why are markets so nervous right now, and is this justified?

Markets are very jittery right now. The S&P 500 just saw its largest weekly decline since SVB’s collapse in March 2023. And apart from the brief turmoil of early
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SocGen - Technical Analysis - 2y UST, 10y UST, 10y Bund, Canada 10y, EURUSD, USDJPY, EURNOK,

2y UST has extended its pullback after faltering near graphical hurdle of 4.11%. It has approached potential support zone of3.55%/3.48% representing lows of 2023. Daily MACD is within deep negative territory denoting a stretched decline, but
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SocGen - On Our Minds - ECB preview - easy rate decision, tricky outlook

Next week’s policy meeting should deliver the second rate cut of this easing cycle. While inflation data have been broadly in line with expectations, wage and activity indicators
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FX View A slow pace of Fed easing wouldn't stop the dollar's fal!

Short-dated Treasury yields are back at the lows they reached during the regional banking crisis last year and are threatening to break decisively below 10-year yields for the first time since
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