海外研报

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

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

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,

GS--Investor sentiment; market color; sector themes; charts to watch

Following an eventful 3Q, we offer some brief thoughts

UBS--High grade

In recent months, the Fed has shifted focus to the employment

GS--Research Unplugged: The Draghi Plan & Europe’s Electrification

Following Draghi’s recent study on how to boost Europe’s competitiveness, which