海外研报

Asia-Pacific Inflation Monitor: Further easing in inflation in June

n This publication summarizes regional and economy-specific inflation data acrossthe Asia-Pacific economies we cover. The latest data points are for June 2024 inmost cases.

INTERNATIONAL MARKET INTELLIGENCE: JULY 2024 RECAP

In July, the US market narrative was choppy. “Growth without inflatlon" prevailed but "HardLanding" concerns started to emerge in the last week of Jjuly following JOLTs, ciaims and

Global Economics Weekly A change in narrative

As central bankers gather in Jackson Hole next week, thenarrative for policy easing is building. Inflation is in retreat,

Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area

Please find an update of our proprietary global economic indicators below. The data

GS--Robinhood Markets Inc. (HOOD): Communacopia + Technology Conference — Key Takeaways

Presenters: Vladimir Tenev, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

BofA_China Watch Sep PMI shows manufacturing improving while services slowing_20240930

Mfg. PMI improved sequentially; services PMI dropped

Global Rates Weekly Anything's pause-able

Rates: Unlikely, but pause-ableUS: Still like dip buying at belly of curve; upside rate risk is there, but has limits.

Barclays_Euro area- Fiscal Policy Assessing the Italian fiscal targets_20241017

We think the government is optimistic in assessing the increasein total revenue and the decrease in spending it will likely

Cheatsheet - G10 & EM Week Ahead_ Stay focused

By Varshi Karamsetty, Naveen Nair,Valery Berenshtein