海外研报

GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities

Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery

GS--Week commencing 23 September 2024

Australia & NZ Economics Analyst: The Millennial Recession (Nixon): Weestimate ‘Millennial’ households have experienced a very sharp decline in their

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

FX--USD: minutes late

Sentiment was mixed during the Asian session. While dovish Fedspeak wassupportive, rising investor concern about China’s growth weighed on sentiment.

SocGen_Americas Cross Asset Monthly_20241009

And just like that … employment risks disappear. A strong labor market and the steady

MS_Charts That Caught My Eye_20241015

A guiding principle at Morgan Stanley Research is to enhance

GS--China_ 70-city average property price decline accelerated in September

The National Bureau of Statistics’ 70-city house price data suggests the weighted

globalinvestmentstrategy102124

Asset Allocation Spotlight: The economics of natural disasters ...