海外研报

GS--Disinflation Continues Outside of Japan (Pierdomenico)

Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06

The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while

GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates

As we enter the last quarter of 2024, we take the opportunity to refresh our top 10

UBS--Chinese government bonds

The PBoC announced further measures to support the property

GS--S. Africa vs. EMXC; Korea vs. Brazil

n Performance: MSCI EM rallied 6% w/w (vs. ACWI up

UBS--US Equity sector outlook003

US equities hit all-time highs following the Fed’s decision to cut