海外研报

THE EUROZONE ECONOMIC MONITOR

Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...

The Problem of Relative Prices

One of the points I don't understand was brought home to me again when I read what ECBExecutive Board member Isabel Schnabel said on Friday: that the ECB's monetary policy

GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,

Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing

GS--China: Tourism data showed largely stable momentum during the National Day Golden Week

Bottom line: Tourism data during the National Day Golden Week showed largelystable growth momentum in the hospitality sector vs previous long holiday, with

GS--End of Week Market Intelligence: AI week

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for the