海外研报

Bitcoin – Rise of the phoenix

Digital asset markets, particularly Bitcoin (BTC), are focused on the 5 November

SocGen - European Economic Outlook - Growth close to potential and diverging fortunes

GDP growth was weak between 4Q22 and 4Q23, while employment has held up. It recovered to 0.3% qoq in 1Q24 and 0.2% qoq in 2Q24 and we expect it to hover around

SocGen - FX View - A surprisingly resilient euro

 The RBA left rates on hold this morning and at first, the currency liked it. Some concerns about growth (stagflation was bandied around in the press) have taken the gloss off, though in general,

SocGen - Market Wrap-up - Rating changes remain at record highs

Credit quality continues to improve in both Europe and the US. And while it is

SocGen_Market Wrap-up Uniform performance is unlikely to last_20240924

Since the early August sell-off, we’ve seen financials outperform non-financials. However, since the weakness recorded two weeks ago, the market has seen all

UBS--中国 A 股

GD--CONFIDENCE CRISIS CONTINUES

The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments