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UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize
海外研报

UBS_Nike Inc_20241002

Two reasons we don't think it's time to buy Nike…
海外研报

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

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

MS_October 4

Resoundingly strong US employment report; USTs bear-flatten
海外研报

MS_China's Deflationary Spillovers_20240708

Deflation in China is spilling over into the US and euro area via
海外研报

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

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

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

JPM_US Weekly Prospects_20241004

A strong September jobs report put the soft landing
海外研报