海外研报

UBS global wealth report 2024

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

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

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

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

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

MS_Immigration- Global Perspective on a Growing Macro Driver

Global Economic BriefingImmigration: Global Perspective on a Growing

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 - 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 - 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 - 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