海外研报
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Greater China Insight 19 July 2024
This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
海外研报
2024年07月24日
View from the boundary: India in focus
India is an attractive investment destination, in our view, heading into the second half of 2024 and beyond. Although Prime Minister Narendra Modi will
海外研报
2024年07月27日
July FOMC meeting: Not quite there yet
Not quite there yetIn our view, the main message from the July FOMC meeting is that the Fed is getting closer to a rate cut, but needs more evidence that inflation is under control before it
海外研报
2024年08月05日
Weekly automotive pit stop
We believe the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
海外研报
2024年08月24日
GS--USA: UMichigan Sentiment Above Expectations
BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the September preliminary report, slightly above consensus
海外研报
2024年09月16日
GS--China Economic Activity and Policy Tracker: September 20
In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报
2024年09月22日
Barclays_Euro area inflation forecast update Energy in the driver's seat_20240923
The details of August EA HICP show underlying core goodscontinue to normalise higher, despite the downside surprise,
海外研报
2024年09月25日
GS--Investor sentiment; market color; sector themes; charts to watch
Following an eventful 3Q, we offer some brief thoughts
海外研报
2024年09月29日
