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SocieteGen


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Here's why SocGen think USD/CHF topside options are cheap

RPT-BUZZ-COMMENT-Here's why SocGen think USD/CHF topside options are cheap Repeats with no changes Sept 4 (Reuters) - Societe Generale advocates an option trade that would benefit from USD/CHF gains, with their rationale being that CHF does not reflect dovish SNB pricing. The biggest central bank repricing over the last month was by Switzerland, with the Swiss interest rate for December seen 25bps lower than it was a month ago - a bigger dovish repricing th an for U.S.
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Companies sell their businesses in Russia

FACTBOX-Companies sell their businesses in Russia Adds Unilever Sept 5 (Reuters) - Some Western companies have sold their Russian assets or handed them over to local managers to comply with sanctions over the war in Ukraine and respond to threats from the Kremlin that it may seize foreign-owned assets. Below are some companies that have sold their businesses in Russia, divided by sector: AUTOS Continental CONG.DE sold its Russian tyre plant to holding company S8 Capital in May 2023. Renault RENA
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Yields fall as job openings shrink before Friday's jobs report

TREASURIES-Yields fall as job openings shrink before Friday's jobs report Updated at 1435 EDT By Karen Brettell NEW YORK, Sept 4 (Reuters) - Treasury yields fell on Wednesday, with interest rate sensitive two-year yields hitting a 15-month trough, after data showed U.S. job openings dropped to a 3-1/2-year low in July. The closely watched yield curve between two-year and 10-year notes also turned positive for the first time since Aug.
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FX options wrap - JPY surge, NFP risk, long gamma, CHF puts

BUZZ-FX options wrap - JPY surge, NFP risk, long gamma, CHF puts Risk aversion and JPY gains are driving JPY related implied volatility and its JPY call over put skew higher. USD/JPY 1-month expiry implied volatility from 11.9 to 12.9 this week and 1-month 25 delta risk reversals regaining 2.0 from 1.6 vol premium for downside strikes. JPY call buying has dominated flows, with 140.00 being a popular strike .
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Here's why SocGen think USD/CHF topside options are cheap

BUZZ-COMMENT-Here's why SocGen think USD/CHF topside options are cheap Sept 4 (Reuters) - Societe Generale advocates an option trade that would benefit from USD/CHF gains, with their rationale being that CHF does not reflect dovish SNB pricing. The biggest central bank repricing over the last month was by Switzerland, with the Swiss interest rate for December seen 25bps lower than it was a month ago - a bigger dovish repricing th an for U.S.
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Hedge funds held gains in August market rollercoaster

UPDATE 3-Hedge funds held gains in August market rollercoaster Adds quote in paragraph 4, CTA results in table By Nell Mackenzie and Carolina Mandl LONDON, Sept 4 (Reuters) - Global hedge funds posted positive returns in August even as the unwind in popular yen carry trades whipsawed markets, according to bank research and sources familiar with the funds' performance on Wednesday.
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Recession fears trounce rate cut cheer in latest market selloff

ANALYSIS-Recession fears trounce rate cut cheer in latest market selloff Renewed recession risks batter stocks Volatility gauges on the rise Aggressive Fed rate cut forecasts no longer seen as good news By Naomi Rovnick LONDON, Sept 4 (Reuters) - Mounting unease over the U.S. economic outlook and a seasonally weak month for stocks have created another perfect storm of global market volatility, leaving investors scrambling for protection and fearing another round of currency chaos .
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Corporate America has a revenue problem: McGeever

RPT-COLUMN-Corporate America has a revenue problem: McGeever Repeating item sent previously with no changes to text By Jamie McGeever ORLANDO, Florida, Sept 4 (Reuters) - Nvidia's NVDA.O share price slump after its strong, but not exceptionally strong, second-quarter results raises a broader question for U.S. stocks: Are 2025 earnings growth forecasts too optimistic?
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France's political quagmire keeps asset recovery at bay

GRAPHIC-France's political quagmire keeps asset recovery at bay By Samuel Indyk and Sruthi Shankar LONDON, Aug 30 (Reuters) - France's financial assets are stuck in a rut as a political stalemate and policy paralysis take hold, casting a shadow over the outlook for markets and deteriorating public finances. Investors hoping to snap up stocks and bonds battered by President Emmanuel Macron's decision in June to call a surprise election may have a long wait.
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Sterling's stunning rally keeps twitchy currency markets on edge

RPT-ANALYSIS-Sterling's stunning rally keeps twitchy currency markets on edge Repeats Thursday's story without changes Sterling up almost 4% this year vs dollar Momentum could now stall, say analysts Pound vulnerable to carry trade risks and rates views shifting Pound vulnerable to change in interest rate bets, say analysts By Naomi Rovnick LONDON, Aug 29 (Reuters) - Sterling has hit roughly 2-1/2 years highs against the dollar and is flying high versus the euro, in moves analysts warn are under
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Sterling's stunning rally keeps twitchy currency markets on edge

RPT-ANALYSIS-Sterling's stunning rally keeps twitchy currency markets on edge Repeats Thursday's story without changes Sterling up almost 4% this year vs dollar Momentum could now stall, say analysts Pound vulnerable to carry trade risks and rates views shifting Pound vulnerable to change in interest rate bets, say analysts By Naomi Rovnick LONDON, Aug 29 (Reuters) - Sterling has hit roughly 2-1/2 years highs against the dollar and is flying high versus the euro, in moves analysts warn are under
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Sterling's stunning rally keeps twitchy currency markets on edge

ANALYSIS-Sterling's stunning rally keeps twitchy currency markets on edge Sterling up almost 4% this year vs dollar Momentum could now stall, say analysts Pound vulnerable to carry trade risks and rates views shifting Pound vulnerable to change in interest rate bets, say analysts By Naomi Rovnick LONDON, Aug 29 (Reuters) - Sterling has hit roughly 2-1/2 years highs against the dollar and is flying high versus the euro, in moves analysts warn are underpinned by speculative interest rate bets that
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LME open-outcry trade lives on as SocGen quit sparks no rush for exits

RPT-ANALYSIS-LME open-outcry trade lives on as SocGen quit sparks no rush for exits Repeats Wednesday's story with no changes to the text By Eric Onstad LONDON, Aug 28 (Reuters) - The future of ring trading on the London Metal Exchange looks assured for now after almost all the firms involved told Reuters they remained committed to open-outcry trading at one of the last venues to still support it.
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LME open-outcry trade lives on as SocGen quit sparks no rush for exits

RPT-ANALYSIS-LME open-outcry trade lives on as SocGen quit sparks no rush for exits Repeats Wednesday's story with no changes to the text By Eric Onstad LONDON, Aug 28 (Reuters) - The future of ring trading on the London Metal Exchange looks assured for now after almost all the firms involved told Reuters they remained committed to open-outcry trading at one of the last venues to still support it.
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LME open-outcry trade lives on as SocGen quit sparks no rush for exits

ANALYSIS-LME open-outcry trade lives on as SocGen quit sparks no rush for exits By Eric Onstad LONDON, Aug 28 (Reuters) - The future of ring trading on the London Metal Exchange looks assured for now after almost all the firms involved told Reuters they remained committed to open-outcry trading at one of the last venues to still support it. But with critical mass dropping towards the level at which LME management has said it would suspend the process after Societe Generale said last week it woul
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Saudi sovereign fund renews $15 billion loan facility, for 23 banks

Saudi sovereign fund renews $15 billion loan facility, for 23 banks RIYADH, Aug 28 (Reuters) - Saudi Arabia's $925 billion sovereign wealth fund, the Public Investment Fund (PIF), said on Wednesday it had signed a revolving credit facility for $15 billion with a group of 23 financial institutions, replacing a previous loan for the same amount agreed upon in 2021. The facility will be available for three years and is extendable for two more, a PIF statement said.
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Foreign investors ditch India's pricey stocks, opt for new issues

GRAPHIC-Foreign investors ditch India's pricey stocks, opt for new issues Updates the story to include graphics By Patturaja Murugaboopathy and Gaurav Dogra Aug 27 (Reuters) - Foreign investors are unloading their holdings of expensive Indian stocks and turning instead to new listings in primary markets as they seek cheaper exposure to the market and better returns.
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Foreign investors ditch India's pricey stocks, opt for new issues

GRAPHIC-Foreign investors ditch India's pricey stocks, opt for new issues By Patturaja Murugaboopathy and Gaurav Dogra Aug 27 (Reuters) - Foreign investors are unloading their holdings of expensive Indian stocks and turning instead to new listings in primary markets as they seek cheaper exposure to the market and better returns. Their selling has been driven by profit booking as Indian stocks .NSEI trade at record highs, and at valuations topping those of most major stock markets.
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Indian shares likely to open little changed

INDIA STOCKS-Indian shares likely to open little changed BENGALURU, Aug 27 (Reuters) - Indian shares are likely to open little changed on Tuesday with traders expecting profit booking as the benchmark indexes hover near record highs, while a global rally on U.S. rate cut hopes paused. The GIFT Nifty GIFc1 was trading at 25,025.5 as of 08:04 a.m. IST, indicating that the NSE Nifty 50 .NSEI will open near its previous close of 25,010.6. Asian stocks fell as investors pondered looming U.S.
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Societe Generale leaves London Metal Exchange's open-outcry trading floor

UPDATE 2-Societe Generale leaves London Metal Exchange's open-outcry trading floor Adds no comment from SocGen, context about significance and future of the trading floor By Eric Onstad LONDON, Aug 23 (Reuters) - Societe Generale International SOGN.PA will drop its membership of the London Metal Exchange's open-outcry trading floor, the exchange said on Friday, raising questions about the future of the ring.
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إخلاء المسؤولية: تتيح كيانات XM Group خدمة تنفيذية فقط والدخول إلى منصة تداولنا عبر الإنترنت، مما يسمح للشخص بمشاهدة و/أو استخدام المحتوى المتاح على موقع الويب أو عن طريقه، وهذا المحتوى لا يراد به التغيير أو التوسع عن ذلك. يخضع هذا الدخول والاستخدام دائماً لما يلي: (1) الشروط والأحكام؛ (2) تحذيرات المخاطر؛ (3) إخلاء المسؤولية الكامل. لذلك يُقدم هذا المحتوى على أنه ليس أكثر من معلومات عامة. تحديداً، يرجى الانتباه إلى أن المحتوى المتاح على منصة تداولنا عبر الإنترنت ليس طلباً أو عرضاً لدخول أي معاملات في الأسواق المالية. التداول في أي سوق مالي به مخاطرة عالية برأس مالك.

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أي محتوى تابع للغير بالإضافة إلى المحتوى الذي أعدته XM، مثل الآراء، والأخبار، والأبحاث، والتحليلات والأسعار وغيرها من المعلومات أو روابط مواقع تابعة للغير وواردة في هذا الموقع تُقدم لك "كما هي"، كتعليق عام على السوق ولا تعتبر نصيحة استثمارية. يجب ألا يُفسر أي محتوى على أنه بحث استثماري، وأن تلاحظ وتقبل أن المحتوى غير مُعدٍ وفقاً للمتطلبات القانونية المصممة لتعزيز استقلالية البحث الاستثماري، وبالتالي، فهو بمثابة تواصل تسويقي بموجب القوانين واللوائح ذات الصلة. فضلاً تأكد من أنك قد قرأت وفهمت الإخطار بالبحوث الاستثمارية غير المستقلة والتحذير من مخاطر المعلومات السابقة، والذي يمكنك الاطلاع عليه هنا.

تحذير المخاطر: رأس مالك في خطر. المنتجات التي تستخدم الرافعة قد لا تكون مناسبة للجميع. يرجى الاطلاع على تنبيه المخاطر.