海外研报

SocGen -FX Pulse - Weekly FX summary – 16 September 2024

Fed f/c to cut 25bp and update dot-plot on Wednesday. US retail sales and UK CPI on Tuesday. BoE forecast to stand pat on Thursday, BoJ to hold fire on Friday. Brazil CB could mull 25bp hike, PBoC to stay sidelined Wednesday. Turkey

GS--Healthcare Pulse: Macro/Micro Mash-Up ... Investor sentiment

The T+1 reaction function across HC in the immediateaftermath of this week’s Fed cut was consistent with “right

GS--Disinflation Continues Outside of Japan (Pierdomenico)

Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area

GS--Reiterate Buy on AirTAC as the structura

We reiterate a Buy rating on AirTAC, with a 12-m TP of NT$1,100 from NT$1,185,

GS--Tesla Inc. (TSLA) 3Q24 deliveries takeaways

Tesla delivered about 463k vehicles and produced about 470k