海外研报

This Changes Everything

Markets were moving quickly on Friday as conjecture swirled over the selection of a new Prime

SocGen - Week Ahead in Economics - Pressure is building on the ECB to cut in October

Business surveys slipping further into recession territory and softer-than-expected

SocGen - Fixed Income Weekly - Racing to ease

Global bond markets are racing to price-in more easing as central banks show greater

SocGen - Credit Strategy Weekly - When is the market supposed to tighten

Risk appetite gets a boost. The PMI indices in the eurozone were poor at the start of the week,

MS_The Weekly Worldview- Tariffs, revisited_20240930

Tariff proposals by former President Trump, if fully

MS_Global FX Positioning- Short USD Positioning Bias Retained_20240930

In the week ending Friday, September 27, options pricing data indicate that investors

FX Trade Idea--Fast FX Model: closing short EUR/JPY for profit

The views expressed in this report accurately reflect the personal views of the undersigned

Inflation-linked Focus

This morning, France’s inflation surprised strongly to the downside, with

EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite

Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial

Dutch pension reform update

Summary The solvency in the sector is fairly stable with an average coverage ratio of 118,4% as of