海外研报

CrossAssetWeekly_20240920_en (1)

The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising

Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant

Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver

GS--USA_ Powell Notes Need to Recalibrate Monetary Policy Stance “Over Time,”

BOTTOM LINE: Fed Chair Jerome Powell noted that the FOMC does not feel “like

SocGen - FX View - The vigilantes have taken over again

The FX market remains in thrall to US rates but there has been a bit of a shift of late, with

Emerging Market Weekly Pulse

The USD has regained its strength so far in October, on the back of positive