海外研报

GS--US Autos & Industrial Tech 3Q24 earnings preview

We expect positive results and guidance this quarter from select companies with

GS--The Productivity Outlook: Back to the Future (Abecasis)

Labor productivity growth slowed meaningfully last cycle, from a long-term n

Weekly Warm-up: Rates and Economic Data Surprises

Further stabilization in the economic surprise index should

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes

We expect the following themes to be on display in Amazon’s Q3’24

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes002

We expect the following themes to be on display in Amazon’s Q3’24

GS--PR, DVN, EQT; Sells: APA, CRK

We believe that in the near term, the increased uncertainty around commodity price

GS-- Downgrade ETSY to Sell

As we head into Q3’24 eCommerce earnings, we address key industry themes and