Société Générale
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USD: Conflict duration shapes performance – Societe Generale
Societe Generale’s Kit Juckes notes the US Dollar (USD) is currently soft as markets react to hopes of a Gulf…
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Brent: Pullback phase and key levels – Societe Generale
Societe Generale strategists note that Brent has retreated from recent highs after President Trump extended the Iran ceasefire indefinitely, with…
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Fed: Warsh hearing and term premium concerns – Societe Generale
Societe Generale’s Kenneth Broux frames Kevin Warsh’s confirmation hearing as pivotal for US rates, with markets focused on potential changes to…
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UK: Energy shock weighs on outlook – Societe Generale
Societe Generale economists describe a quiet week in the UK, with Gilt yields easing as markets trimmed Bank of England…
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ECB: Recovery outlook and rate path – Societe Generale
Societe Generale economists see the Euro area entering the latest energy shock with improved resilience and reduced Oil and gas…
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Mexico: Sub‑potential growth with delayed easing – Societe Generale
Societe Generale’s Dev Ashish projects Mexico’s 2026 growth to remain below potential, constrained by weak manufacturing, investment and USMCA‑related uncertainty.…
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Brent: Forecast lifted with $150 risk – Societe Generale
Societe Generale’s commodities team has revised its Oil outlook, warning Brent could spike towards $150/bbl in a higher‑for‑longer scenario if the…
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BoE: On hold as CPI stays above target – Societe Generale
Societe Generale economists note the United Kingdom (UK) markets still price around 70 bps of Bank of England (BoE) easing…
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Oil: Higher-for-longer price path as conflict extends – Societe Generale
Societe Generale analysts Michael Haigh, Ben Hoff and Jeremy Sellem argue that Brent now faces a higher-for-longer regime as the…
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NOK: Hawkish Norges Bank supports carry – Societe Generale
Societe Generale analysts note that Norway’s central bank, Norges Bank signalled higher rates are likely soon to bring inflation back…
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