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GS--Diversify to Amplify | Carbonomics

From a top-down perspective, Peter Oppenheimer notes while the macro outlook
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GS--USA_ Housing Starts in Line With Expectations(1)

BOTTOM LINE: Housing starts declined by 0.5% in September, roughly in line with
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UBS--Global forecasts001

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,
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GS--The data, the budget and the UK market

Activity remains solid: The Labour Force Survey (LFS)
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GS--Global Economics Wrap-Up: October 18, 2024

October central bank meetings in focus:
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UBS_China Economic Perspectives Upgrading China GDP growth Forecast_20241018

New polilcies announced, likely bilgger fiscal impukseChina has announced new mooetary,
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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
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GS-- TP up to NT$1,320 (NT$1,270)

Strength from AI continues to lead the growth
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GS--with large caps outperforming further

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