海外研报

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

GS--Framing The Current & Future Landscape for Search (Judicial Matters & AI)0002

Ahead of its upcoming earnings report and recent heightenedinvestor

GS--Assessing Hurricane Milton’s Impact on Housing and R&R Demand

homebuilders and building product companies within our coverage — we