Société Générale
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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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USD/MXN: Rebound faces 200-DMA hurdle – Societe Generale
Societe Generale analysts note that USD/MXN has formed an interim low near 17.10 and is in a short-term rebound within…
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TRY: Policy stays tight as CBRT holds – Societe Generale
Societe Generale expects the CBRT to keep the one-week repo rate at 37.0% and maintain a hawkish stance, with effective…
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AUD/USD: Bullish breakout targets higher levels – Societe Generale
Societe Generale analysts highlight that AUD/USD has broken out of consolidation and is in a steady uptrend, supported by its 50‑DMA. The…
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Brent: Risk premium drives triple‑digit prices – Societe Generale
Societe Generale analysts Michael Haigh and Ben Hoff say Brent has surged above $100/bbl as Middle East supply losses deepen…
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ECB: Dovish rhetoric with high bar for cuts – Societe Generale
Societe Generale analysts report that several ECB officials have turned more dovish, emphasizing downside inflation risks and potential disinflation from rising Chinese…
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