海外研报

MS - Friday Finish - It s Friday ... and you still have a job

The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The

MS - July Personal Income & Spending

Core PCE prices up 0.16% in July (annual rate at 2.6%Y), in line with expectations. The 3-month pace of core inflation is now at

MS - Sunday Start - Constructive outlook turning hazy_20240908

The August US nonfarm payrolls report came in softer than we expected, but not by enough to change our baseline view on the Fed—especially because recent spending

MS It's Friday … and you still have a job

The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The

MS_Immigration- Global Perspective on a Growing Macro Driver

Global Economic BriefingImmigration: Global Perspective on a Growing

MS_Modest rebound in jobs, easing coming ... probably 25bps

Payrolls rose 142k; private payrolls rebounded to+118k, but revisions for two months were notably negative. The unemployment rate fell by a rounded tenth

GS--Oil Comment: OPEC+ Extends Voluntary Cuts

The 8 OPEC+ countries agreed yesterday to extend their extra voluntaryproduction cuts for two months until the end of November, underscoring the

GS--Taiwan equities declined 3-4% amid significant foreign selling

Performance: MSCI/All Taiwan -3.4%/-3.6% this week,underperforming MXAPJ by -1.6% (in US$), with Energy

UBS - The Week Ahead

In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of

UBS global wealth report 2024

People around the world are getting progressively wealthier – and that doesn’t