海外研报
筛选
Citi_The Point for North America Thursday, 10 October 2024
We are initiating coverage of four regional banks that have garnered increased investor interests following their respective M&A transactions (regarding BANC, SSB, and UMBF) along with profitability improvement trends (SNV). Overall, we
海外研报
2024年10月11日
COMMERZBANK--CPI relief?
Fed: FOMC minutes show that "almost all" officials agreed that upside risks toinflation had diminished and a "substantial majority" supported the 50bp cut, while
海外研报
2024年10月11日
GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism
The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot
海外研报
2024年10月11日
COMMERZBANK--Inflation wherever you look
Yesterday, even without an explicit trigger, the US dollar rallied quite a bit, with EUR-USD
海外研报
2024年10月11日
RABOBANK--New deal? Big deal
The UK Labour government pledged to introduce its “new deal” for workers within 100 days of
海外研报
2024年10月11日
SocGen - Albert Edwards - We’ll keep trying to look beneath
The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to
海外研报
2024年10月11日
GS--Zoom Video Communications Inc
We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.
海外研报
2024年10月11日
