海外研报

What's wrong with slow agony?

Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .

VP’s Tactical Outlook 3.0 - One Number

“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the

Viewpoint The Time Has Come

This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the

US Housing Outlook:

Housing recovery continues driven by low supply. But housing demand is gradually softening because of high

GS--2024 Communacopia and Technology Conference - Day 1 Key Takeaways

Companies from the US Telecom and IT Services sectors presented during Day 1 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

US Federal Reserve and commodities

The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and

GS--US Election Monitor: September 10 Update (Phillips/Krupa)

White HouseWhere things stand: Vice President Harris leads former President Trump by around