金十数据5月23日讯，法国兴业银行说，日本国债的供需失衡是长期日本国债疲软的核心原因。"稳定的 标售供应和加速的量化紧缩增加了债券供应，同时国内投资者需求减弱，且全球期限溢价上升。"这在 长期日本国债中表现得最为明显。日本20年期日本国债标售额为近40年来最低，30年期日本国债收益率 达到自该系列开始以来从未见过的水平。预计在日本央行改变债券购买计划、财务省改变发行构成或需 求上升之前，日本国债的脆弱性将持续存在。但这些都不太可能在短期内实现。 法兴银行：日本国债供需失衡是疲软的主要原因 ...

据法国兴业银行称，日本债券市场的动荡可能会引发全球金融市场的大规模变动。法国兴业银行首席全 球策略师Albert Edwards警告称，日本近期出现的种种情况可能预示着自2008年全球金融危机以来形成 的有利投资环境即将终结，这可能会在未来几个月内重塑全球金融格局。日本长期国债收益率正在急剧 上升，据市场观察人士称，近期的一次日本20年期国债拍卖堪称"自1987年以来最糟糕的一次"。 经济数据进一步加大了日本国债收益率的压力，日本的核心消费者物价指数现已超过美国和欧元区的水 平。这种通胀形势使得日本央行面临更大的压力，可能需要提高利率并缩减其资产负债表。据一篇报 道，即使是适度的量化宽松政策的逐步缩减也已经在日本国债市场造成了显著的需求缺口。 Edwards表示，日本的债券市场一直充当着压制全球收益率的"关键角色"，日本的金融机构长期以来通 过以日元计价的套利交易以及大规模购买外国债券(尤其是美国国债)来支撑市场。 据分析称，这一时期似乎即将结束：资本正回流至日本，而日本央行对长期债券曲线的控制力正在减 弱，同时美元对美国国国债的套期保值收益已大幅转为负值。 这位策略师警告称，如果日本投资者继续因日本国债收益 ...

May 21, 2025 03:30 AM GMT European Banks | Europe Raising the industry view to Attractive With risks to European growth receding, we gain conviction that yield steepening will hold and NII growth will resume in 2026. We raise our estimates and now see 10% EPS CAGR 2024-27, which on 9x P/E is not priced in. We raise our industry view to Attractive. Our strategists also raise to Overweight. Gaining conviction on the curve. Post US-China de-escalation we believe risks to European growth have receded (see our E ...

COMBINED GENERAL MEETING AND BOARD OF DIRECTORS DATED 20 MAY 2025 Press release Paris, 20 May 2025 Combined General Meeting The General Meeting of shareholders of Societe Generale was held on 20 May 2025 at CNIT Forest, 2, Place de la Défense, 92092 Puteaux and was chaired by Mr. Lorenzo Bini Smaghi. Quorum was established at 64,34% (vs 55.61% in 2024): 687 shareholders participated by attending the General Meeting in person at the place where it was held on 20 May 2025;1,057 shareholders were represented ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

瑞银将法国兴业银行股份有限公司评级下调至中性。 ...

NUMBER OF SHARES COMPOSING CURRENT SHARE CAPITAL AND TOTAL NUMBER OF VOTING RIGHTS AS OF 30 APRIL 2025 Regulated Information Paris, 7 May 2025 Information about the total number of voting rights and shares pursuant to Article L.233-8 II of the French Commercial Code and Article 223-16 of the AMF General Regulations. DateNumber of shares composing current share capitalTotal number ofvoting rights30 April 2025800,316,777Gross: 888,385,614 Press contacts: Jean-Baptiste Froville_+33 1 58 98 68 00_ jean-baptiste ...

金十整理：机构前瞻美国4月季调后非农就业人口 3. 德意志银行：+12.5万；德商银行：+13万；穆迪分析：+13.0万；丹斯克银行：+13.0万；渣打银行： +13.0万； 4. 法巴银行：+13.5万；瑞银集团：+13.5万；加皇银行：+13.8万；高盛集团：+14.0万；劳埃德银行： +14.5万； 5. 凯投宏观：+15.0万；潘森宏观：+15.0万；道明证券：+15.0万；富国银行：+15.0万；野村证券： +16.0万； 6. 法兴银行：+16.0万；摩根士丹利：+16万；美国银行：+16.5万。[前值：+22.8万；路透预期：+13.0 万] 1. 汇丰控股：+7.50万；德卡银行：+8.00万；瑞穗证券：+8.50万；杰富瑞集团：+10.0万；花旗集团： +10.5万； 2. 荷兰国际：+11.0万；澳新银行：+12.0万；大和资本：+12.5万；巴克莱银行：+12.5万；摩根大通： +12.5万； ...

AVAILABILITY OF THE FIRST AMENDMENT TO 2025 UNIVERSAL REGISTRATION DOCUMENT Regulated Information Paris, 30 April 2025 Societe Generale hereby informs the public that the first amendment to the 2025 Universal Registration Document filed on 12th March 2025 under number D.25-0088, has been filed with the French Financial Markets Authority (AMF) on 30th April 2025 under number D-25-0088-A01. This document is made available to the public, free of charge, in accordance with the conditions provided for by the reg ...

Group 1 - The core viewpoint of the article highlights that Société Générale reported a significant increase in net profit for the first quarter, reaching €1.61 billion compared to €680 million in the same period last year, exceeding the forecast of €1.22 billion [1] - The bank's stock trading revenue for the first quarter was €1.06 billion, representing a year-on-year growth of 22%, surpassing the expected €920 million [1]