海外研报

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 - 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

Emerging Market Weekly Pulse

The USD has regained its strength so far in October, on the back of positive

GD--BUT DON'T GET TOO USED TO A CUT PER MEETING

Yesterday, the ECB cut rates again by 25bps, in line with our long-standing view that the

Asia FX Weekly - China Q3 and September data give some positiveness to the market

Several factors are working on global markets. In addition to traders’ dial back on

Asia_Macro_Weekly_financial_conditions_favourable_despite_cross_currents

Financial conditions favourable despite cross currents

Barclays--Debate likely to shift to revenue levers

Margins better vs expectations but the rest of KPIs and guidance were in line: The