海外研报

Which Is More Impressive, The 3Q Revenue Clip Or Zuck’s New 'Drip'?

META continues to execute at arguably the best pace of anycompany in digital advertising, with little revenue deceleration

Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow

This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are

Ukraine: Inflation Rises Above Mid-Point of Target, As Expected

Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time

UBS House View Monthly Extended August 2024 - intra-month update

The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as

Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwinds nfrom real household income growth, a gradual recovery in manufacturing activity,

Global Emerging Markets Weekly USD’s summer soft spot for EM

The View: USD’s summer soft spot for EMEM investors remain focused on whether EM assets can benefit from further USD

US Autos & Industrial Tech_ 2024 Communacopia + Technology conference preview

We will host fireside chats and/or small group meetings with 12 companies (RIVN, F,TSLA, APTV, MBLY, AUR, SYM, CHPT, ST, KEYS, FLEX and VRT) at the Goldman

GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?

Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of