海外研报

GD--THE OTHER THING I’M “FAMOUS” FOR

Maybe I talk about the “Perkins rule” too much, and like central banks I’m starting tobelieve my own BS.

GS--US Week Ahead: October 14 – October 20

09:00 AM Minneapolis Fed President Kashkari (FOMC non-voter) speaks

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by

UBS_US Economics Weekly Signal or noise_20241011

Economic Comment: signal or noiseDespite the stronger than expected core CPl print this week, market implied pricing