海外研报
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India Economic Update
The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报
2024年09月19日
GS--Shorter iPhone 16 series lead times v. iPhone 15; Continued longer fulfillment for
Delivery lead times for iPhone 16 are shorter than iPhone 15.Although shorter lead times could imply weaker demand trends,
海外研报
2024年09月23日
Mizuho China Weekly Outlook
China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity. Government revenue fell 2.8% YoY in August, compared to a 1.9% drop in July. This accelerated decline
海外研报
2024年09月27日
GS--EM Asia FX_Rates Views_ Trip Notes - What are UK Investors Thinking
We have just returned from marketing in the UK between 23rd and 27th September.
海外研报
2024年10月01日
ME-cio-weekly-letter
Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We
海外研报
2024年10月08日
Viewpoint On The Cutting Room Floor
As the Federal Reserve (Fed) begins the first easing cycle in four years, our base
海外研报
2024年10月11日
GS-- Boosting September Core PCE Estimate to 25bp
BOTTOM LINE: Import prices declined 0.4% in September, slightly below
海外研报
2024年10月17日
