Société Générale
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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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South Korean Won: Export strength supports KRW – Societe Generale
Societe Generale notes the Korean Won has been one of Asia’s standout performers, with USD/KRW slipping from around 1,390 to…
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Chinese Yuan: PBoC keeps yuan broadly stable – Societe Generale
Societe Generale describes a limited impact from President Xi’s US visit, with no new tariff cuts or AI dialogue mechanism…
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Mexican Peso: Downward momentum returns after 200-DMA break – Societe Generale
Societe Generale analysts, including Kenneth Broux, note that USD/MXN has broken above a multi-month descending trend line and reclaimed its…
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Swiss Franc: SNB intervention bias dialed down – Societe Generale
Societe Generale strategists note that EUR/CHF has rebounded about 0.3% after the Swiss National Bank (SNB) left rates at 0.0%…
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Polish Zloty: Policy on hold keeps PLN supported against Euro – Societe Generale
Societe Generale’s Kenneth Broux and colleagues expect the NBP to keep rates unchanged at 3.75%, with Governor Glapiński emphasising flexibility and data…
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Swiss Franc: Swiss data supports dip-buying case – Societe Generale
Societe Generale strategists note Swiss August Consumer Price Index (CPI) and second-quarter Gross Domestic Product (GDP) surprised to the upside,…
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Polish Zloty: Fiscal risks cap gains against Euro – Societe Generale
Societe Generale notes that the Polish Zloty strengthened while domestic bonds sold off as August inflation and second-quarter Gross Domestic Product (GDP)…
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Brazilian Real: Rate cuts may support BRL against US Dollar – Societe Generale
Societe Generale strategists observe that the Brazilian Real (BRL) largely ignored softer inflation data, which still supports a Banco Central…
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Gold: Breakout sustains upward momentum – Societe Generale
Societe Generale analysts highlight that Gold has broken out of a small base formation, reclaimed its 200‑DMA and is enjoying…
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