海外研报

ME-cio-weekly-letter00052

cyclical bull market emerged on October 12, 2022. Since then, the S&P 500 has returned about

MS_ECB Review - October Is Not December_20241017

Economics | October cut delivered: As expected, the ECB delivered another 25bp cut today.

MS_Weekly Oil Stock Summary_20241017

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

Press Conferences, Meetings and Summits

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

UBS--Attractive outlook for residential real estate

We expect diversified residential real estate

GS--Announces new product enhancements

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

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’

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