海外研报

Higher Than Expected Headline IPCA in July, Firmer Core-Services Momentum

Bottom line: The July IPCA printed at 0.38%, slightly above consensus, mostlydriven by higher-than-expected transportation due to rising gasoline prices and airline

What Are Companies Saying?

Consumer Health remains disperse with companies citing various consumer health pictures, often varying by business lines.

Global FX Strategy What if RFK Jr. joins Trump’s campaign?

CITI’S TAKE Nicole Shanahan – RFK Jr.’s running mate – suggested today that their campaign could join Donald Trump as one of two options (the other is

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Taiwan and Malaysia markets outperformed, whileChina and Hong Kong markets underperformed. Within MXAPJ sectors, Info Tech

Nonfarm payroll in focus

Markets will focus on the August employment report this Friday as a key data point

GS--Global FX Trader Check Your Speed01

USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with

GS--Nokia (NOKIA.HE): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Marco Wiren, CFO, and David Mulholland (Head of InvestorRelations), and Thomas Bevilacqua (Investor Relations) at Nokia at the

PM_LATAM18Sep24

Argentina’s inflation battle remains intense, as the latest data show consumer prices increased more than expected

GS--China_ Fiscal challenges intensified in August

China’s fiscal data showed broad-based weakness in August, despite fastergovernment bond net issuance. On-budget fiscal revenue growth fell modestly,