Société Générale
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US inflation: Core PCE range guidance – Societe Generale
Societe Generale’s Jan Groen analyzes October US inflation data, noting that October core CPI rose 0.3% month-on-month, surprising to the…
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British Pound: Recovery extends toward range highs – Societe Generale
Societe Generale strategists highlight that GBP/USD has rebounded from the lower boundary of its multi‑month range and reclaimed its 200‑DMA,…
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Swedish Krona: Riksbank hikes support SEK – Societe Generale
Societe Generale notes the Riksbank’s 25bp hike to 2.0% and guidance for further tightening, keeping policy accommodative versus neutral. Updated…
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Natural gas: Shipping channel drives gas volatility – Societe Generale
Societe Generale analysts Michael Haigh and Jeremy Sellem argue that LNG shipping conditions are central to how maritime risk transmits…
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British Pound: Budget relief and BoE support for Sterling – Societe Generale
Societe Generale analysts see scope for a relief rally in GBP/USD following the UK Budget and ahead of a potentially…
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Brazilian Real: Volatility risks after Lula win – Societe Generale
Societe Generale’s Dev Ashish analyzes Brazil after Lula’s surprise re-election over Flávio Bolsonaro. The note highlights likely pressure on Brazilian…
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South African Rand: Gains against US Dollar at risk – Societe Generale
Societe Generale analyzes USD/ZAR after its rebound above the 200-DMA, with an interim high near 16.75 and a current pullback…
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Indian Rupee: Policy support and yield reversal – Societe Generale
“The proactive RBI defended the INR by implementing a broad set of FX-support measures this week, including the reintroduction of…
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Indian Rupee: RBI measures support INR against US Dollar – Societe Generale
Societe Generale’s Santosh Ejanthkar and Tanmay Purohit highlight that USD/INR fell by more than 1% after the RBI unveiled a…
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Fed path shaped by firm inflation – Societe Generale
Societe Generale’s Jan Groen reviews August US inflation and growth data, highlighting that Core PCE came in softer than expected…
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