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Global Economics Wrap-Up_ May 16, 2025
2025-05-20 12:06
16 May 2025 | 1:59PM EDT Global Economics Wrap-Up: May 16, 2025 Global Economics 5/16/25 1:30PM ET o We raised our Euro area growth forecast to 0.9% and 1.1% for 2025 and 2026 (vs 0.8% and 1% previously) in response to firmer growth abroad and easier financial conditions. Joseph Briggs +1(212)902-2163 | joseph.briggs@gs.com Goldman Sachs & Co. LLC Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Katya Vashkinskaya +44(20)7774-4833 | katya.vashkinskaya@gs.com Goldman Sachs Inte ...
高盛宏观:你需要了解的五件事
Goldman Sachs· 2025-05-16 02:48
市场洞察 | 市场 | 亚洲 Market Insights | Markets | Asia 2/ 看好的新兴市场亚洲多头为韩元、台币、⻢来西亚林吉特和新加坡元(Danny) 3/ 美元兑⼈⺠币中间价⾸次⾃四⽉初以来跌破 7.20 + 美元兑离岸⼈⺠币下⾏交易策略 Five things you need to know: 4/ Shifting landscape between EM vs G10 FX dynamics: USD underperformance increasingly EM-led 你需要知道的五件事: 1/ GS lowers US recession odds, raises US growth views, revises up S&P forecasts, and lifts China GDP growth 1/ ⾼盛下调美国衰退概率,上调美国增⻓预期,修正上调标普预测,并提升中国 GDP 增⻓预期 2/ Favored EM Asia longs are KRW, TWD, MYR and SGD (Danny) 3/ USDCNY fixing came in bel ...
高盛:中美贸易协议后上调美国的增长预测并降低衰退概率
Goldman Sachs· 2025-05-13 05:39
12 May 2025 | 4:04PM EDT US Daily: Raising Our Growth Forecast and Lowering Our Recession Odds in the Wake of a US-China Trade Deal (Hatzius / Mericle / Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.co ...