海外研报

Market Intelligence: US Morning Update

Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of

The Global Point Tuesday, 13 August 2024

We project the 2025E memory market to be better than feared. Despite market concerns on potential memory oversupply in 2025E, and following the memory

GBP: the biggest G10 long again; NOK and CAD: the biggest shorts

At present, the G10 FX PIX 2.0 signals that NOK and NZD are oversold while the JPY and CHF are overbought. We have temporarily suspended

SocGen - Credit Strategy Weekly - A tricky start to the month

Equity market woes and concerns over the economy hit risky assets, but credit holds itsground The credit markets faced another bout of volatility and weakness at the start of the