海外研报

jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More

McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in

GS--Global Views: The Data Have Spoken

1. We have cut our 12-month US recession probability back to the unconditional

GS--Global: GS Economic Indicators Update: Spain and UK CAI Continue to Outperform

Please find an update of our proprietary global economic indicators below. The data

GS--Oil on the boil - more reflationary momentum across assets

Last week tensions in the Middle East triggered a large

MS_AlphaWise US Consumer Pulse Survey Wave 58_20241007

Consumers May Start Spending Earlier This Holiday Season. With

HSBC_China Strategy Tracker August 2024- PBoC policy initiatives a game changer_20241024

Regulators move to reinvigorate A-share market risk appetite

MS--Global Macro Commentary | Global October 9

FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead