海外研报

Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow

This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are

Ukraine: Inflation Rises Above Mid-Point of Target, As Expected

Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time

UBS House View Monthly Extended August 2024 - intra-month update

The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as

Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwinds nfrom real household income growth, a gradual recovery in manufacturing activity,

Global Emerging Markets Weekly USD’s summer soft spot for EM

The View: USD’s summer soft spot for EMEM investors remain focused on whether EM assets can benefit from further USD

US Autos & Industrial Tech_ 2024 Communacopia + Technology conference preview

We will host fireside chats and/or small group meetings with 12 companies (RIVN, F,TSLA, APTV, MBLY, AUR, SYM, CHPT, ST, KEYS, FLEX and VRT) at the Goldman

GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?

Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of