海外研报

BARCLAYS--One Step Back, One Step Forward

Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face

GS--DigitalBridge Group (DBRG): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) DigitalBridge believes itsactively-managed asset manager approach will be able to drive significantly faster

GS--European September Flash PMI Preview

BOTTOM LINE: We expect the upcoming Euro area flash PMI (released on Monday,23 September) to decline to 50.6, slightly above consensus expectations of 50.5. We

EM EMEA Weekly

Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South

SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate

Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday