The 720

This report provides global market intelligence, focusing on reduced US recession risks, positive AI-driven growth in Korea, and sectoral updates in technology and energy.

Key Takeaways

• 1.US recession risk estimate cut from 25% to 15% due to lower energy prices and US-Iran agreement.
• 2.Korea GDP growth forecast raised due to durable AI-driven memory cycle.
• 3.Global server market forecasted to reach $1.4 trillion by 2030, with 38% CAGR.

Table of Contents

• In Focus | Global Views
• Listen Up - GS Webcasts on the Agenda
• GS Event | Murata, Shinhan Financial
• Themes in Play | US Internet, China Matters, Korea Views
• New | AU Asset Managers
• Connections | China Spirits Tracker, China Durables
• Asia Macro | Food Inflation
• Around the world | Servers, EU Oil Services, Cross Asset Strategy
• Graphic language | Global Views
• Asia Market Intelligence

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