海外研报

UBS--Global forecasts001

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

GS--The data, the budget and the UK market

Activity remains solid: The Labour Force Survey (LFS)

GS--Global Economics Wrap-Up: October 18, 2024

October central bank meetings in focus:

UBS_China Economic Perspectives Upgrading China GDP growth Forecast_20241018

New polilcies announced, likely bilgger fiscal impukseChina has announced new mooetary,

FX Weekly--USD continues to rebound ahead of US election

FX View: The USD is on course to advance for the third consecutive week. We

GS-- TP up to NT$1,320 (NT$1,270)

Strength from AI continues to lead the growth

GS--with large caps outperforming further

Performance: MSCI/All Taiwan +3.1%/+2.2% this week,

SocGen_The Systematic Investor Report What the FX factors are telling us about

Currencies remain very data driven in the current environment. The US dollar has

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged0005

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017

As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary