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US MARKET INTELLIGENCE:MACRO WEEK AHEAD

SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
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GS--KOSPI rebounded by 1% despite sustained semi weakness

KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
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IDEA--It's About to Go Down

The first cut is now at hand. We expect the FOMC statement to reflect Chair Powell's view that unemployment is at equilibrium,
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MS-- Global Macro Commentary

ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
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MS-- September 13

STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
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GS--Norway: Norges Bank Preview — A Hold Now But Dovish Tilt Coming

BOTTOM LINE: August inflation in Norway was notably below Norges Bank’sexpectations, with core services inflation falling to its lowest value since August
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SocGen - Fixed Income Weekly - Easing into it

The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,
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SocGen - Market Wrap-up - Is it time to rethink our credit view.

The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a
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SocGen - Multi Asset Portfolio - Cracks in US exceptionalism

Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
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SocGen - On Our Minds - BoE preview – on hold and a further £100bn QT envelope

August’s narrow vote in favour of a cut, with some members who voted for the cut describing the decision as “finely balanced”, implies that the MPC will proceed
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