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MS - July Personal Income & Spending
Core PCE prices up 0.16% in July (annual rate at 2.6%Y), in line with expectations. The 3-month pace of core inflation is now at
海外研报
2024年09月09日
MS - Sunday Start - Constructive outlook turning hazy_20240908
The August US nonfarm payrolls report came in softer than we expected, but not by enough to change our baseline view on the Fed—especially because recent spending
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2024年09月09日
MS It's Friday … and you still have a job
The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The
海外研报
2024年09月09日
MS_Immigration- Global Perspective on a Growing Macro Driver
Global Economic BriefingImmigration: Global Perspective on a Growing
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2024年09月09日
MS_Modest rebound in jobs, easing coming ... probably 25bps
Payrolls rose 142k; private payrolls rebounded to+118k, but revisions for two months were notably negative. The unemployment rate fell by a rounded tenth
海外研报
2024年09月09日
GS--Taiwan equities declined 3-4% amid significant foreign selling
Performance: MSCI/All Taiwan -3.4%/-3.6% this week,underperforming MXAPJ by -1.6% (in US$), with Energy
海外研报
2024年09月09日
UBS - The Week Ahead
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
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2024年09月09日
UBS global wealth report 2024
People around the world are getting progressively wealthier – and that doesn’t
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2024年09月09日
UK Weekly Kickstart_ Buy British
UK domestic stocks have rebounded strongly this week: theFTSE 250 has been the second best performing European
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2024年09月09日
US Weekly Kickstart_ A capped Russell 1000 Growth benchmark would flip NVDA,
High market concentration has caused some equity style and sector indices to exceed regulatory thresholds for diversification. These thresholds
海外研报
2024年09月09日
