海外研报

GS--New Zealand: Business Activity: Nominal sales edge up +0.1%qoq in 2Q2024

Bottom line: Nominal business sales in New Zealand edged up +0.1%qoq in2Q2024. The details of the data were soft, with outright declines in sales across the

USB--At a Glance

The idea of a soft landing is being supported by most “hard” economic data (sentiment figures

GS--European Week Ahead: October 7 - October 13

The key data releases this week include industrial production across the Euro Area,

jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More

McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in