海外研报
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China data preview: a weak start to H2 2024
Slowing industrial production: The production subindexes of both official and Caixin manufacturing PMI slowed in July, signalling a
海外研报
2024年08月02日
Gold to get its medal
The Fed’s cutting cycle, when it begins, will attract strategic investment in gold. We have lifted our year-end price target for gold to USD2,550/oz.
海外研报
2024年08月14日
THE UNITED STATES ECONOMIC MONITOR
We look for a 0.13% rise in the July core PCE deflator, implying downside risk to the 0.2% consensus.Real consumption probably rose by 0.3% in July,
海外研报
2024年08月29日
Cheatsheet - G10 & EM Week Ahead: One ring to rule them all
Labor Day means a long weekend in the US and Canada.US NFP, prefaced by JOLTS, ISM services employment, and weekly jobless claims, will be critical for macro sentiment. Fed
海外研报
2024年09月02日
GS--Aptiv Plc (APTV): 2024 Communacopia + Technology Conference — Key Takeaways
Presenters: Kevin Clark, Aptiv’s Chairman & CEO as well as Joe Massaro, thecompany’s Vice Chairman & CFO presented at the conference.
海外研报
2024年09月14日
Barclays_The Coca-Cola Company Course Correction_20241024
3Q volumes came in lighter than anticipated, and this miss - coupled with implied 4Q organicsales
海外研报
2024年10月25日
