海外研报
筛选
Cycle Playbook – Preparing for a Peak
Amid the excitement around AI, we must not lose sight of the cyclical nature of semiconductors and tech hardware. As we approach a cycle peak, we share our insights on navigating the transition.
海外研报
2024年09月02日
he Election and the Economy
We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force
海外研报
2024年09月06日
Macro & Strategy
In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
海外研报
2024年09月06日
ADP Employment Below Expectations
BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
海外研报
2024年09月06日
Nomura_Global Economic Outlook Monthly_20240910
Slowing growth with downside risks That is our outlook for the world's three largest economies: the US, China and Germany. COUNTRY AND REGIONAL ECONOMIC OUTLOOKS
海外研报
2024年09月12日
MS--The worst thing to happen to cats since dogs
The world’s eyes were on the second and final US presidential debate last night US time, morning in the Asia-Pacific. Most of them now have eyestrain.
海外研报
2024年09月12日
Global Economic Outlook Cycle? What cycle?
The great disconnect – Markets vs economistsOkay, let’s talk labour markets
海外研报
2024年09月13日
