海外研报

Next week...this week

Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence

A Fed put doesn’t always mean a USD put

The coming days will see the release of the Fed’s preferred measure of inflation, US core PCE data, as well as Nvidia Corporation’s earnings. So investors are

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