海外研报

GS--Monthly Tracker — September 2024

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

GS-- Amorepacific, Fast Retailing, NVDA

China Macro - Raising 2024/25 GDP Forecasts on Stimulus. The latest round of

UBS_China Economic Perspective_Key Takeaway from China's MoF Press Conference_20241013

For the remainder of 2024, in addition to the RMB 400 bn in new bond financing andaccelerated use of the existing RMB 2.3

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

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by

GS--US Week Ahead: October 14 – October 20

09:00 AM Minneapolis Fed President Kashkari (FOMC non-voter) speaks

GD--THE OTHER THING I’M “FAMOUS” FOR

Maybe I talk about the “Perkins rule” too much, and like central banks I’m starting tobelieve my own BS.