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GS UK Today: Encore: Buy CCH | Gaming | BHP | Cross Asset Vol | G10 Inflation
CCH – strong momentum in Poland – We think consensus organic sales at +12% (vs+13.5% GSe) is conservative in light of +14% growth in Q2. We note CCH screens
海外研报
2024年08月29日
SocGen - On Our Minds - ECB preview - easy rate decision, tricky outlook
Next week’s policy meeting should deliver the second rate cut of this easing cycle. While inflation data have been broadly in line with expectations, wage and activity indicators
海外研报
2024年09月10日
UniCredit_BOE REVIEW_20240919
MPC sees gradual cuts, but we think they will move fasterThe Bank of England’s Monetary Policy Committee (MPC) voted 8-1 to leave the bank rate unchanged at 5.00% today. It voted
海外研报
2024年09月23日
SocGen - FX View - A surprisingly resilient euro
The RBA left rates on hold this morning and at first, the currency liked it. Some concerns about growth (stagflation was bandied around in the press) have taken the gloss off, though in general,
海外研报
2024年09月27日
