海外研报

MS - July Personal Income & Spending

Core PCE prices up 0.16% in July (annual rate at 2.6%Y), in line with expectations. The 3-month pace of core inflation is now at

GS--The 720: China’s Capacity, China+ Conference Takeaways

China’s Capacity - GS China+ Conference 2024 Key Takeaways: Cyclical inflection inproducers’ eyes. We hosted a panel on producers’ feedback on China capacity. The

GS--The consumer, savings and stock performance

UK households benefit from positive real incomegrowth; the latest labour market data show private sector

JPM_EMFX_20241007

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