海外研报

The Global Point Wednesday, 04 September 2024

Global Multi-Asset - Industrial Technology & Mobility: How disruptive forces are driving the M&A landscape in Industrials; Focus on Germany

GD--PATH FOR BOE EASING CYCLE IS CLEARING

No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)

UBS--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,

GS--Asia Credit Notes: Search For Carry In Banks and HY

With the 50bps Fed cut and China policy easing, the macro backdrop continues to