海外研报

GS--European Week Ahead: October 7 - October 13

The key data releases this week include industrial production across the Euro Area,

JPM_Global Data Watch_20241004

US data show high-for-long soft-landing scenarios are underappreciated

JPM_Oil Markets Weekly This time, it feels different_20241004

We assume that attacking Iran’s energy facilities would not be Israel’s

JPM_US Weekly Prospects_20241004

A strong September jobs report put the soft landing

MS - Global Economic and Strategy Implications (1)

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

MS - Global Economic and Strategy Implications

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

MS - Sunday Start - Hopeful but Not Yet Confident_20241006

For a while, market focus on China waned because of the debt-deflation cycle (see

MS_China's Deflationary Spillovers_20240708

Deflation in China is spilling over into the US and euro area via

MS_October 4

Resoundingly strong US employment report; USTs bear-flatten

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong