海外研报
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MS GenAI Adoption - 2 Years In
In 2025, Cloud Capex spend will equate to the entire Apollo
海外研报
2024年10月14日
MS South Korea - Super-aging, Structurally changing
Korea faces some of the world's most challenging demographics.
海外研报
2024年10月14日
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%
海外研报
2024年10月14日
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
海外研报
2024年10月14日
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 –
海外研报
2024年10月14日
GS--Monthly Tracker — September 2024
This monthly report includes charts and tables with key global data points for the
海外研报
2024年10月14日
GS-- Amorepacific, Fast Retailing, NVDA
China Macro - Raising 2024/25 GDP Forecasts on Stimulus. The latest round of
海外研报
2024年10月14日
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
海外研报
2024年10月14日
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
海外研报
2024年10月14日
GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)
We find that over the last 60 years, initial claims led the unemployment rate by
海外研报
2024年10月14日
