海外研报

Ratings and Target Price Changes - July 17, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this

Preview: have your hike and eat it too

We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this

UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services

BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to

Path to goldilocks: Own cyclicals

Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2

dragged down by global cyclicals and financials amid significant foreign outflows

Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by

Asia Fund Manager Survey

Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third