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GS Pasquariello - markets macro - 14 Aug 2026

海外研报

BofA US Economic Weekly - AI capex is picking up steam

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MS - How Could Open-Weight Models Impact GenAI ROIC

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GS Lee Coppersmith - August re-risking -15 Aug 2026

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Barclays_Japan_Outlook_BoJ_s_hawkish_Summary_tips_our_next_hike_call_into_September(1)

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GS Precious Comment_ Gold and Central Banks_ Storage Dilemma

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GS Marketcolour + AI Spending Junior Investment Conf HF Update Global Macro Prosegur Adyen Novonesis

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GS Basics Loose Financial Conditions. OPEX Week. Rising Term Premium

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Eq Positioning and Key Levels

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Goldman_Sachs_Prime_Services_Hedge_Fund_Performance_Report_-_July_2026

海外研报