海外研报

EF--August CPI preview: another benign report

Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to

GS--Deliveroo (ROO.L): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Deliveroo Founder and CEO Will Shu and CFO Scilla Grimbleat the Communacopia + Technology Conference.

GS--European Daily: BoE Recap—The Limits to Gradualism (Moberly/Stehn)

The MPC held Bank Rate unchanged today with an 8-1 vote and decided tomaintain the pace of gilt stock reduction at £100bn. The Committee noted that

SocGen_Hello Autumn – the dollar correction is in a new season_20240926

The start of the unwind of the yen carry trade in Japan, the slowdown in the US economy and the