海外研报

GS TWIG Notes: This Week in Global Research - August 2, 2024

Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it

July employment preview: Upside and downside risks aplenty

We estimate that nonfarm payroll employment increased 175k in July, slower than the206k increase in June. We think that private nonfarm payrolls will register a 150k gain, above

Catalysis analysis

Catalysts abound in the week ahead, between key economicdata, Fed/BoE/BoJ decisions, and the all-important (Tech)

China-Australia resources trade: transitioning

China’s structural transformation has begun. Its ‘new trio’ – electricvehicles (EV), lithium batteries and photovoltaic products – will likely