海外研报

SocGen - Market Wrap-up - New issue premiums are not that low

New issue volumes have been very strong and have been taken down quickly by a highly receptive market. However, the higher new issue premiums are a nice

SocGen - FX Pulse - Weekly FX summary – 9 September

US CPI on Wednesday. Presidential debate between candidates Trump/Harris on Tuesday. ECB f/c to cut 25bp on

GS--Slowing growth with downside risks That is our outlook for the world's

At EASD today, Novo presented data for its oral amycretin drug (GLP-1/amylinco-agonist in a single molecule). The data for weight loss was already previously

Nomura_Global Economic Outlook Monthly_20240910

Slowing growth with downside risks That is our outlook for the world's three largest economies: the US, China and Germany. COUNTRY AND REGIONAL ECONOMIC OUTLOOKS

MS_Signals, Flows & Key Data_

A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.

MS_Charts That Caught My Eye_20240910

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

ECB --September 2024 Meeting Preview

We expect a 25bp cut, in line with market pricing. The language in the statement is unlikely to change

EF--Mixed jobs report offers no definitive signal for the Fed 01

The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On

JPM--US MARKET INTELLIGENCE ELECTION UPDATE

WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the

GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,

We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,