海外研报

Global macro: Too far, too fast? (2)

In Global macro: Too far, too fast?, dated 5 August, wenoted that the US Federal Reserve, on average across

USA_ Core Import Prices Decrease Below Expectations

BOTTOM LINE: Import prices and import prices ex-petroleum decreased in August,below consensus expectations. Following this morning’s import price data, we

Central_Bank_Weekly__20th_September_2024

RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45 economists surveyed by Reuters unanimously

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01

The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons

GS-- China Easing | Datacentres

As trade barriers have risen amid greater levels of geopolitical tension in recent

GS--Diversify to Amplify | Carbonomics

From a top-down perspective, Peter Oppenheimer notes while the macro outlook

GS--PulteGroup Inc. (PHM): 3Q24 First Take

3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,