海外研报
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Retail Sales: Just Keep Spending
Retail sales in July well exceeded expectations. The beat in retail sales was broad-based and showed that consumption remains solid,
海外研报
2024年08月19日
2024 Global Retail Conference
Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.
海外研报
2024年09月06日
GS--Chewy Inc. (CHWY): Communacopia + Technology Conference — Key Takeaways
Presenter: We hosted CEO Sumit Singh at the Communacopia + TechnologyConference.
海外研报
2024年09月14日
GS--Americas Real Estate: REITs: Large rate cuts and a stable economy could be a winning comb
Following the Fed’s announcement of a 50bps reduction to its policy rate, we revisitour analysis of residential REIT performance around Fed rate cuts. We find that
海外研报
2024年09月20日
Inflation-linked Focus
This morning, France’s inflation surprised strongly to the downside, with
海外研报
2024年10月02日
GS-Global Strategy Views Diversify to Amplify
We are entering a more benign part of the cycle with a continuation of economic n
海外研报
2024年10月15日
