海外研报
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2024Q2: Hardware Investment Grows, Barriers to Profitable Use Remain (Kodnani)
AI-related investment growth remains strong, particularly for semiconductorfirms, where equity markets expect revenue growth of around 50% from currentlevels by the end of 2025. Since the release of ChatGPT, equity markets have
海外研报
2024年07月04日
US rates forecast update
The resulting baseline forecast has the 10y UST yield at 4.25% at year-end, withyields across the curve modestly above forwards.The forecastgenerally sees front.end spreads (2s5s) a bit flatter than forwards, reflecting a more gradual pace of
海外研报
2024年07月30日
July employment preview: Upside and downside risks aplenty
We estimate that nonfarm payroll employment increased 175k in July, slower than the206k increase in June. We think that private nonfarm payrolls will register a 150k gain, above
海外研报
2024年08月02日
