海外研报

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

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.

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,

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

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.

Barclays_The Coca-Cola Company Course Correction_20241024

3Q volumes came in lighter than anticipated, and this miss - coupled with implied 4Q organicsales