海外研报
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Still See a Soft Landing
We believe that fears of a hard landing remain overdone. Two weeks ago, Ellen wrote that we continue to see data consistent with a soft landing. This week’s data brought
海外研报
2024年07月29日
Next week...this week
The week ahead is centered around key central bank decisions from the Fed, theBoJ and the BoE.All eyes will be on the Fed on Wednesday given the recent inflation progress in theUS.OurUS economists expect the central
海外研报
2024年07月29日
China: Industrial profits rose sequentially in June
China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial
海外研报
2024年07月29日
Can Tesla execute on its "Autonomy" story?
LLeeaaddiinngg EEVV mmaannuuffaaccttuurreerr bbaacckkeedd bbyy eeccoonnoommiicc MMOOAATTss.. Tesla is a leading global EV manufacturer, backed by its firm market leadership
海外研报
2024年07月27日
Japan Weekly Kickstart Going with the flows
Summary of the weekTOPIX: 2,699.54 (-5.6%) / NK225: 37,667.41 (-6.0%)n Top sectors: Pharmaceuticals, Land Transport
海外研报
2024年07月27日
Frasers Centrepoint Trust
MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
海外研报
2024年07月27日
Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)
n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
海外研报
2024年07月27日
View from the boundary: India in focus
India is an attractive investment destination, in our view, heading into the second half of 2024 and beyond. Although Prime Minister Narendra Modi will
海外研报
2024年07月27日
Implications of Higher Tariffs for Euro Area and US Monetary Policy
Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.
海外研报
2024年07月27日
