海外研报

GS--US Week Ahead: October 14 – October 20

09:00 AM Minneapolis Fed President Kashkari (FOMC non-voter) speaks

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by

UBS_US Economics Weekly Signal or noise_20241011

Economic Comment: signal or noiseDespite the stronger than expected core CPl print this week, market implied pricing

UBS_China Economic Perspective_Key Takeaway from China's MoF Press Conference_20241013

For the remainder of 2024, in addition to the RMB 400 bn in new bond financing andaccelerated use of the existing RMB 2.3

GS-- Amorepacific, Fast Retailing, NVDA

China Macro - Raising 2024/25 GDP Forecasts on Stimulus. The latest round of

GS--Monthly Tracker — September 2024

This monthly report includes charts and tables with key global data points for the

MUST READ - MS The World in 2030 In 10 Short Stories_20241024

More people have died on US roads in the last decade than American soldiers in both World Wars –

MS_Sunday Start - Longevity- The Age of Aging Is Here_20241013

"Live long and prosper" may have been a phrase immortalised in 1960s sci-fi, but

MS_Future of Europe - The Demographic Challenge and What It Means for Growth_20241009

A declining working age population could weigh on European growth. All else equal, we estimate a 4%

MS South Korea - Super-aging, Structurally changing

Korea faces some of the world's most challenging demographics.