海外研报

UBS--High grade

In recent months, the Fed has shifted focus to the employment

USD: Trumpspeak vs Fedspeak

Strong US retail sales and firm China economic data as well as strong earnings

GS--Diversify to Amplify | Carbonomics

From a top-down perspective, Peter Oppenheimer notes while the macro outlook

GS--USA_ Housing Starts in Line With Expectations(1)

BOTTOM LINE: Housing starts declined by 0.5% in September, roughly in line with

UBS--Global forecasts001

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

GS--The data, the budget and the UK market

Activity remains solid: The Labour Force Survey (LFS)

GS--Global Economics Wrap-Up: October 18, 2024

October central bank meetings in focus:

UBS_China Economic Perspectives Upgrading China GDP growth Forecast_20241018

New polilcies announced, likely bilgger fiscal impukseChina has announced new mooetary,

FX Weekly--USD continues to rebound ahead of US election

FX View: The USD is on course to advance for the third consecutive week. We

GS-- TP up to NT$1,320 (NT$1,270)

Strength from AI continues to lead the growth