海外研报

SocGen - On Our Minds - Activity data demand a rate cut, but headline inflation may get in the way

India’s headline inflation data for September, which surprised well to the upside, may

Barclays - Hermes - Setting the Agenda_20241017

We expect limited surprise from Hermes Q3 sales (Barc at +11% organic growth): Hermes

SocGen - Global Strategy Weekly - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been

SocGen - FX View - ECB – all priced in but nowhere to go

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’

GS--Announces new product enhancements

On 10/16, Robinhood held their “Robinhood Presents: The Legend Awakens”, where

UBS--Attractive outlook for residential real estate

We expect diversified residential real estate

Press Conferences, Meetings and Summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a major

MS_Weekly Oil Stock Summary_20241017

Total oil inventories drew by 10.8 mln bbls last week. Crude

Asia Open - Pleasant surprise

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

GS--Americas Technology: Internet: Thoughts on UBER-EXPE Merger Press Reports

According to press reports (link), UBER has explored making an offer for EXPE in the