海外研报

ME-cio-weekly-letter

Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We

Viewpoint On The Cutting Room Floor

As the Federal Reserve (Fed) begins the first easing cycle in four years, our base

GS-- Boosting September Core PCE Estimate to 25bp

BOTTOM LINE: Import prices declined 0.4% in September, slightly below

Nomura_The Economy Next Week_20241018

Global Economic Outlook Monthly: ECB to out-cut the Fed; stil cautious on China