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Global markets

18
Feb
2025
Is it equity value's time, finally?
Following months of breakneck gains in equities on the back of expected deeper monetary easing and the AI-fueled...
Expert views
Following months of breakneck gains in equities on the back of expected deeper monetary easing and the AI-fueled momentum in economic growth, markets are suddenly stalling with bearish overhang as a result of concerns about tariffs, renewed inflation and its negative outlook for the rate path.
Is it equity value's time, finally?
25
Mar
2024
Which Equity Strategies Typically Perform Best Post Fed Monetary Easing?
History can tell us a lot about how markets perform in the wake of monetary easing. In anticipation of rate cuts in the...
Expert views
History can tell us a lot about how markets perform in the wake of monetary easing. In anticipation of rate cuts in the U.S., we talked with Solomon Tadesse, Head of North American Quant Equity Research at Societe Generale Americas, about how expected rate cuts from the Fed will impact US markets.
Which Equity Strategies Typically Perform Best Post Fed Monetary Easing?
08
Apr
2021
Sectoral impact: the consequences of the pandemic across the Atlantic
Stephen Gallagher, Societe Generale’s chief US economist, thinks that the high levels of goods purchases will soon drop...
News
Stephen Gallagher, Societe Generale’s chief US economist, thinks that the high levels of goods purchases will soon drop back to historical trend levels. He illustrates this with the example of people no longer going to the gym during the pandemic (service expense) and instead buying exercise equipment (goods) to use at home.
Sectoral impact: the consequences of the pandemic across the Atlantic