海外研报

Global Macro Insight

We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the

Market Intelligence: US Morning Update

Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:

Employment growth can turn quickly

Employment rose a strong 58.2k in July after a 52.3k increase in June. Over the past six months employment growth has averaged 50.9k. That strength in

Capital at risk: nature through an investment lens

As natural resources come under growing strain, we see new risks and opportunities emerging for investors. An

UBS-- Emerging Markets Bond List

Petroperu updatePetroperu is wholly owned by the Republic of Peru (Baa1/Stable, BBB-/Stable, BBB/Negative),

MS - The Triple 20-September 4, 2024 09:00 PM GMT

We continue to believe Tech Diffusion, Decarbonisation and

UBS--China confirms big fiscal stimulus—how big yet to be confirmed

• China’s Ministry of Finance has outlined the broad