海外研报
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SocGen - Fixed Income Weekly - One way ticket
With September cuts priced in for the ECB and the Fed the focus is on the pace and magnitude of cuts over the next year. While the markets might be over pricing cuts, it is
海外研报
2024年09月10日
The Start of a New Cycle
The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in
海外研报
2024年09月23日
Bitcoin – Rise of the phoenix
Digital asset markets, particularly Bitcoin (BTC), are focused on the 5 November
海外研报
2024年09月27日
GS--China Staples_ Pet food monthly_ Sep-24_ Moderating before Double 11
In this monthly pet food tracker, we monitor: 1) domestic demand for pet food; 2)ASP trajectory and competitive dynamics within product/channel mix shifts; and, 3)overseas demand and monthly cost tracker.
海外研报
2024年10月11日
