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A Fertile Ground for Investment Returns

It is easy to feel nervous about the
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GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by
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september-2024-preliminary-hedge-fund-performance-report

Hedge funds were up on average 1.08% in September underperforming the MSCI World which was up 1.87%.
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GS End of Week Market Intelligence_ look out

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GS EM Macro Navigator_ EM in 2025_ The Fog of (Trade) War(1)

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UBS macro-monthly-december-2024

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SocGen - Asset Classes In Pictures - Charts that speak a thousand words. Plus one

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GS apan logistics_ Nikkei reports Yamato has requested suspension of outsourcing for its Kuroneko Yu-Packet

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GS Asia Credit Notes_ Chinese Entities Designated As Military Companies Should Have Limited Impact

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UBS Weekly _ Regional View Swiss_en_1631014

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