海外研报
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GS Utilities Daily: ENWL sale has positive read across to SSE
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
Ratings and Target Price Changes - August 5, 2024 as of 5:30 AM ET
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
Global equities lost 2%; Momentum underperformed
Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking
海外研报
2024年08月06日
European Week Ahead: August 5 - August 11
08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)
海外研报
2024年08月06日
Big GBP unwind in broad risk-off
At present, the G10 FX PIX 2.0 signals that the AUD, NZD and NOK areoversold while the CHF and JPY are overbought. We have temporarily
海外研报
2024年08月06日
The Bear Traps Report With Larry McDonald
“The beast inside the market now has the Fed in its grip. The serpent will demand FAR more
海外研报
2024年08月06日
US July jobs report: Broad-based weakening risks steeper cuts
• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point
海外研报
2024年08月06日
PANIC STATIONS!
1. Global recession risk, with CBs (perceived to be) behind the curve2. The unwind of the Yen carry trade (did BoJ hawkishness mark the top of
海外研报
2024年08月06日
'IRAN-ISRAEL': AIRSTRIKES DON’T ALWAYS MEAN OIL SHOCKS
With Brent oil futures hovering near seven-month lows as recession fears vie with rising Iran-Israel-Hezbollah tensions, a top question for investors is: Are markets overly complacent about the
海外研报
2024年08月07日
Indonesia: Steady growth beat, pockets of vulnerability
• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
海外研报
2024年08月07日
