海外研报
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Macro Risk Digest Lingering risks
Top of mind: hedging fiscal worries Fiscal concerns have increased in the US and Europe: we outline the key macro
海外研报
2024年07月31日
Europe Morning Call: Aug 07, 2024
Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.
海外研报
2024年08月08日
EM FX portfolio update: exiting COP and PHP underweights
We have exited our COP positions and PHP underweight positions (at USD/COP reference spot of 4047.55 and USD/PHP 57.29 respectively),
海外研报
2024年08月12日
BOJ watch: Bank suspends further rate hikes after being blamed for dramatic moves in yen and stocks
Global financial markets experienced major turmoil in the first part of August. On the fifthof the month the Nikkei 225 posted a larger drop than it did on Black Monday in 1987, and
海外研报
2024年08月15日
CHINA ECONOMIC UPDATE
July activity growth weakened further as the manufacturing sectors ‘beloved’ by policymakers cooled off, and ‘unloved’ domestic demand
海外研报
2024年08月27日
Stable fundamentals but shifting priorities
What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n
海外研报
2024年08月30日
