海外研报
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GS--Cross-checking views on inventory levels across end markets
Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion
海外研报
2024年09月19日
GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance
In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting
海外研报
2024年09月19日
GS--Global Tech: Smartphone updates: Tri-fold phones launched; rising
Tri-fold phones launched: Huawei mate XT was launched on 11 Sep with startingprice at Rmb19,999 (US$2,819). We see leading smartphone brands launching more
海外研报
2024年09月19日
GS--September FOMC Preview: Shifting the Focus to Labor Market Risks (Mericle)
We interpret comments from Fed officials just ahead of the blackout period to nmean that the FOMC is more likely to cut by 25bp than 50bp at its September
海外研报
2024年09月19日
USA_ Core Retail Sales in Line With Expectations in August
BOTTOM LINE: Core retail sales rose 0.3% in August, in line with consensusexpectations, and headline retail sales rose 0.1%, against expectations for a decline.
海外研报
2024年09月19日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
MS_Charts That Caught My Eye_20240917
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月20日
MS_FOMC Reaction- September Meeting_20240919
The cycle begins with a 50bp cut and a stress on both sides of the dual mandate. Powell emphasized the FOMC's commitment
海外研报
2024年09月20日
