海外研报
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Asia-Pacific Growth Monitor: Steady overall, SE Asia outperforming
This publication summarizes regional and country-specific growth data across nthe Asia-Pacific economies we cover. In most cases, the latest data points arefor August 2024.
海外研报
2024年09月06日
Research Unplugged: European Conviction List - Directors’ Cut: September Spotlight
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年09月06日
A more dovish ECB on inflation?
Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
海外研报
2024年09月06日
IS THE NEW MACRO SUPERCYCLE ON TRACK?
Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
海外研报
2024年09月06日
Asia Cross Asset Focus – Monthly APAC ex-Japan to follow the Fed, hesitantly
Focus of the month – APAC’s monetary policy outlook and market implicationsNow that the Fed is dovish and the dollar is weaker, there are no more external hurdles stopping
海外研报
2024年09月06日
