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1. The Effect of Tariffs on Government Revenue, Growth, and Inf lationLessons From the Last Trade War (Walker).pdf
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10. Nonfarm Payrolls Rise 303k on Strong Immigration Trend; Unemployment Rate Edges Down; Average Hourly Earnings Growth.pdf
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11. Key Debates Around the Election and Value Up Program.pdf
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12. March US temp staffing trends post further deterioration.pdf
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13. More room to run as we look for EPS to more than double over 5 years; thoughts into KKR investor day.pdf
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2. US Daily Why We Can Have Both Strong Growth and Lower Inflation (Mericle).pdf
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20240326-Morgan Stanley-Longevity in the US： Trends and Investment Opportunities.pdf
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20240409-Morgan Stanley-Asia Quantitative Strategy Dividend Stock Ideas _2Q24.pdf
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20240409-Morgan Stanley-From the Global Director of Research：Charts That Caught My Eye.pdf
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20240409-Morgan Stanley-Interest Rate Strategy Positions and Flows Report.pdf
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20240409-Morgan Stanley-Thematics Venture Vision：The SpaceXFactor.pdf
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20240410-Morgan Stanley-Assessing Trends in Domestic & Global High_frequency Prices.pdf
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20240410-Morgan Stanley-India How is Corporate India Responding to AI？.pdf
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20240410-Morgan Stanley-The Art and Science of Picking Themes.pdf
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20240411-Morgan Stanley-A_Share Sentiment Dropped Further with Lower Volume.pdf
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20240412-Morgan Stanley-Global Macro Strategist：More or Less Confident.pdf
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20240412-Morgan Stanley-Quant Matters：Factor Implications of Stronger Economic Data.pdf
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20240414-Morgan Stanley-China Financials Why slower loan growth and notably slower corporate deposit.pdf
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20240414-Morgan Stanley-China Property Management & Services Asia Pacific：2023 Results Recap，Silver.pdf
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20240414-Morgan Stanley-China's 3D Journey Going Global：Securing Growth in the New Era.pdf
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20240414-Morgan Stanley-Going Global： 20 Stocks to Own & Industry Outlooks.pdf
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20240424-Goldman Sachs-Hong Kong Exchanges （0388.HK） Raising estimates post 1Q； likely EPS bottom； B.pdf
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20240427-Goldman Sachs-Private Equity Inflection Point：How Sponsors Could Catalyze Opportunity Acr.pdf
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20240428-Goldman Sachs-Generational growth Al， data centers and the coming US power demand surge.pdf
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20240429-Goldman Sachs-Powering Up Europe： AI datacenters and electrification to drive +c.40%_50% gr.pdf
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20240430-WORLD METEOROLOGICAL ORGANIZATION-State of the Climate in Asia 2023.pdf
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4. Strong economic data but modest 1Q earnings outlook with only 3% S&P 500 EPS growth.pdf
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5.Data stronger, curve steeper.pdf
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6.Green Shoots for Springtime.pdf
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7. The Potentially Large Effects of Artificial Intelligence on Economic Growth.pdf
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8. Markets gained 1%; x and President Biden spoke over the phone; Janet Yellen started the visit in China; March PMIs rose.pdf
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9. Getting Eclipsed... Investor sentiment. market color sector themes. charts to watch.pdf
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Americas Advisors & Investment Banks_ 1Q24 Preview_ Stocks grind higher, as investors look beyond the 1H24 air pocket(1).pdf
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Americas Clean Technology_ Solar_ 1Q24 residential solar update call with Ohm Analytics.pdf
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Americas Managed Care_ Unchanged final MA rate disappoints - framing revenue impact and potential for plan repositioning(1).pdf
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Americas Retail_ Takeaways from virtual meeting with Genesco management.pdf
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Americas Technology_ Semiconductors_ Read-Across from Google Cloud Next '24 Keynote.pdf
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Americas Technology_ Software_ Gen. AI Part V_ Private Software and Internet Conference takeaways .pdf
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Americas Utilities_ Initiate coverage on six utilities_ Grid reliability exposure on sale; Buy PCG, FE, ES; Sell AEE; Neutral....pdf
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Asia Online Games_ 2nd batch of import Banhaos indicates further Banhao acceleration; Tencent received 3 for licensed games.pdf
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Asia-Pacific Portfolio Strategy_ India 2Q outlook_ Core positive view intact; favor quality large caps, 5 alpha themes; hedge...(1).pdf
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ASML Holding (ASML.AS)_ 2025 Bull_Bear scenario analysis suggests favourable risk_reward skew, driven by AI tailwinds; reiter....pdf
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Baidu.com Inc. (BIDU)_ 1Q24 preview_ Cautious on ads amid uneven macro recovery, focus on AI incremental contribution; Buy(1).pdf
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Chenming Paper (1812.HK)_ Earnings Review_ 2023 below on higher cost; positive profit remains remote; maintain Sell(1).pdf
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China Education_ Mar-24 Tracker_ Robust MAU growth and faster license grants in non-academic tutoring, yet softer hardware GMV.pdf
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China for Global Investors_ China’s big manufacturing bet [PRESENTATION].pdf
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China Software_ Desay SV beat; Chinasoft Intl. miss; Smart cars in strong growth while IT services spending remains slow(1).pdf
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China Vanke (000002.SZ, 2202.HK)_ FY23 missed on GPM and impairment, dividend paused; Retain Neutral on A_H(1).pdf
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China_ Official PMIs rose more than expected in March(1).pdf
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Europe Technology_ Hardware_ AI demand and China in focus for European Semicap Digital Enablers ahead of 1QCY24 results.pdf
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European Conviction List - Directors' Cut_ April 2024 Update.pdf
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European Daily_ ECB Recap—June Start, Four Cuts This Year (Stehn_Stott).pdf
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GE Aerospace (GE)_ High market shares, aftermarket inputs, and wall of LEAP can drive further upside; assume coverage at Buy.pdf
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Global Economics Analyst_ The AI Transition One Year Later_ On Track, but Macro Impact Still Several Years Off (Briggs_Kodnani)(1).pdf
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Global FX Trader_ The Dollar Has Risen(1).pdf
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Global Markets Daily_ A Temperature Check on Fed QT and Funding Liquidity (Zu_Pereira).pdf
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Global Markets Daily_ Sovereign Spreads Can Stay Tight (Freycenet)(1).pdf
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Global Markets Daily_ The Dollar and Rates — The Real Deal Revisited (Rosenberg).pdf
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GOAL Kickstart_ Commodity commotion - geopolitical risk premium and cyclical tailwinds.pdf
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GS Renewables Barometer_ A slow start to the year, but expect FY guidance to be reiterated .pdf
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HSBC (0005.HK_HSBA.L)_ 1Q24 preview.pdf
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India_ Healthcare_ Custom Research and Manufacturing Services (CRO_CDMO)_ Synthesis of 3Cs to catalyze growth; Buy SYNN_NEUL.pdf
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Japan Consumer Products_ Initiate on 7 HPC names_ Focus on regional footprint, product appeal, margins; three Buys, two Sells.pdf
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Japan Technology_ Hardware - Industrial Electronics_ MSFT Japan data center investment_ Opportunities for sector firms; highl....pdf
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L'Oreal (OREP.PA)_ Expect moderate Q1 sales growth with a slowdown in Derma and Consumer in the US but improving trends in China.pdf
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Navigating China Internet_ 4 key themes_investor focuses; lifting internet verticals; fightback of the incumbents in eCommerce.pdf
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Netflix Inc. (NFLX)_ Q1 '24 Earnings Preview.pdf
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Oil Comment_ Europe Demand Nowcast_ Another Upside Risk to Oil Price Call (1).pdf
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Oil Comment_ The Oil Rally and Key Risks .pdf
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Seazen Group Ltd (1030.HK)_ FY23 miss on impairment_high tax expense, worsened liquidity situation; +10% yoy rental target in...(1).pdf
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South Korea Technology_ Mar. 2024 memory pricing_ 1H24 PC and server DRAM pricing growth trending inline with our expectations(1).pdf
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Tesla Inc. (TSLA)_ 1Q24 deliveries well below consensus at 387K(1).pdf
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Top 25 Tactical Trades for Earnings Season.pdf
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Tracking U.S. Supply Chain Congestion_ GS Supply Chain Congestion Scale_ April 1st; Weekly and Monthly Scale Unchanged at '2'(1).pdf
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TSMC (2330.TW)_ First take_ Announces plan to expand third US fab and preliminary agreement of US$6.6bn CHIPS Act funding; Bu....pdf
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US Autos & Industrial Tech_ 1Q24 preview - Positioning for slower BEV and strong datacenter sales; Downgrade ST, CHPT.pdf
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US Daily_ March CPI Preview (Abecasis_Hill).pdf
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US Economics Analyst_ Fiscal Policy After the Election (Phillips)(1).pdf
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US Election Monitor_ April 5 Update (Phillips_Krupa).pdf
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US Infrastructure What can Data Center investment mean for Non-residential construction and Machinery.pdf
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US Macroscope_ Broadening confidence in the growth outlook strengthens the case for high operating leverage stocks.pdf
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USA_ Auto Services Drive Third Straight Core CPI Beat; Pushing Back First Cut to July(3).pdf
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USA_ Core PCE Slightly Below Consensus Expectations; Saving Rate Falls to 3.6(1).pdf
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USA_ Core Producer Prices in Line with Consensus Expectations; Lowering Our March Core PCE Estimate to 28bp; Initial Claims D....pdf
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USA_ FOMC Minutes Suggest Tapering Will Start “Fairly Soon,” Note Strength in Recent Inflation Data(3).pdf
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Wesfarmers Ltd. (WES.AX)_ Strategy Day Preview_ Digital, Retail Media and Health Key Corporate Opportunities; TP to A$68.80_sh.pdf
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What's Top of Mind in Macro Research_ Later start to Fed cuts, still constructive on commodities, China growth upgrade.pdf
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高盛-Who’s Coming to America (Peng).pdf
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高盛-买入腾讯音乐.pdf
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高盛-买入中石油.pdf
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高盛-深度-欧洲追逐美国梦想.pdf
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