海外研报
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MS - Global Economic and Strategy Implications (1)
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月07日
MS - Global Economic and Strategy Implications
Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack
海外研报
2024年10月07日
MS - Sunday Start - Hopeful but Not Yet Confident_20241006
For a while, market focus on China waned because of the debt-deflation cycle (see
海外研报
2024年10月07日
MS_China's Deflationary Spillovers_20240708
Deflation in China is spilling over into the US and euro area via
海外研报
2024年10月07日
GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends
The September employment report reset the labor market narrative. Strong
海外研报
2024年10月07日
GS--Vietnam: An Upside Surprise in Q3 GDP and Moderation in Headline Inflation
Bottom line: Vietnam’s real Gross Domestic Product (GDP) growth rose to 7.4% yoy
海外研报
2024年10月07日
GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”
◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market
海外研报
2024年10月08日
GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA
Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –
海外研报
2024年10月08日
Asia FX Outlook Q4 2024 - Ride with the tide
This year so far, we saw strong world trades and a resilient global economy. We expect the
海外研报
2024年10月08日
