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

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong

MS_October 4

Resoundingly strong US employment report; USTs bear-flatten

MS_China's Deflationary Spillovers_20240708

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

MS - Sunday Start - Hopeful but Not Yet Confident_20241006

For a while, market focus on China waned because of the debt-deflation cycle (see