海外研报

Global Asset Allocation Views

In brief• With downside risks to the economy mitigated by the Federal Reserve’s

GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT

Concern about the state of consumer balances on the debt side is misplaced. Usage of

MS South Korea - Super-aging, Structurally changing

Korea faces some of the world's most challenging demographics.

GS-- partly to reflect our new forex assumptions

We update our earnings estimates and 12-month target prices for our

Bottom Line October 19 2024 Buckle Up!

The key unknown for the election outcome is whether the betting odds, which