海外研报

Sunday Start | What's Next in Global Macro Derivative Thinking

All attention this week will be on Jackson Hole, where the conference has been aptly titled “Reassessing the Effectiveness and Transmission of Monetary Policy.” We

Catalyst or Culprit?

We present a comprehensive, collaborative, in-depth and multi-faceted analysis of a very complicated and controversial but potentially

GS--Bumble Inc. (BMBL): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Bumble’s CEO Lidiane Jones at the Communacopia +Technology Conference.

GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI

Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -

GS--Recent Export Trends in Asia—Moderation Continues

Exports from Northeast Asia economies (mainland China, South Korea and nTaiwan) have remained subdued in recent months, leading to sustained

EM Weekly (EMEA)--Fed cuts, China stimulates, EM capital flows reignite

Macro focus: Fed cuts and a slew of Chinese easing sets the stage for a substantial