海外研报

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

GS--USA_ Core CPI Above Expectations

September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%

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.

Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues

The new French Prime Minister, Michel Barnier, recently presented his new government.

Not as bad as it looks?--Eurozone economic update

Summary A slew of (significantly) weaker-than-expected PMI surveys in the Eurozone in the past two