海外研报

China Stimulus Simplified

I wanted to do this as a flow chart, but my lack of experience with the flowchart tools (and my lack of

MS - The Triple 20-September 4, 2024 09:00 PM GMT

We continue to believe Tech Diffusion, Decarbonisation and

MS GenAI Adoption - 2 Years In

In 2025, Cloud Capex spend will equate to the entire Apollo

MS South Korea - Super-aging, Structurally changing

Korea faces some of the world's most challenging demographics.

MS_Future of Europe - The Demographic Challenge and What It Means for Growth_20241009

A declining working age population could weigh on European growth. All else equal, we estimate a 4%

MS_Sunday Start - Longevity- The Age of Aging Is Here_20241013

"Live long and prosper" may have been a phrase immortalised in 1960s sci-fi, but

GS--Monthly Tracker — September 2024

This monthly report includes charts and tables with key global data points for the

UBS_US Economics Weekly Signal or noise_20241011

Economic Comment: signal or noiseDespite the stronger than expected core CPl print this week, market implied pricing

Mizuho China Weekly Outlook 033

Despite the absence of precise figures, the press conference held by China’s Ministry of Finance over the weekend