海外研报
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SocGen - FX View - ECB – all priced in but nowhere to go001
Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’
海外研报
2024年10月20日
SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017
As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary
海外研报
2024年10月20日
SocGen_The Systematic Investor Report What the FX factors are telling us about
Currencies remain very data driven in the current environment. The US dollar has
海外研报
2024年10月20日
GS--USA_ Housing Starts in Line With Expectations(1)
BOTTOM LINE: Housing starts declined by 0.5% in September, roughly in line with
海外研报
2024年10月20日
GD--DATA VS POLICY PANIC: SOMETHING DOESN’T ADD UP
September and Q3 data generally beat TSL and market expectations. Q3/24 GDP came in at
海外研报
2024年10月22日
GD--ECB: 25BP NOW, 25BP IN DEC
The market went into the meeting pricing a 96% probability of a cut, but you will forgive us if we
海外研报
2024年10月22日
