海外研报

GS--A structural growth business

We downgrade MS to Neutral from Buy, with a $105 price target, with 7%upside (vs. 12% for our coverage), and 11% total return, inclusive of a 4%

GS-- Communacopia + Technology Conference 2024 — Key Takeaways

Company remains well positioned following GTM verticalization:Management discussed their initial success around the relatively recent GTM

GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES

fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different

MS--Morgan Stanley Global Macro Forum

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