海外研报

Ukraine: Inflation Rises Above Mid-Point of Target, As Expected

Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time

UBS House View Monthly Extended August 2024 - intra-month update

The original report, published on 18 July 2024, is being republished to remove our Asset Class downside scenarios, as

Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwinds nfrom real household income growth, a gradual recovery in manufacturing activity,

Global Emerging Markets Weekly USD’s summer soft spot for EM

The View: USD’s summer soft spot for EMEM investors remain focused on whether EM assets can benefit from further USD