海外研报

US Week Ahead: August 19 - August 25

The key economic data releases this week are the jobless claims and existing homesales reports on Thursday. The minutes from the July FOMC meeting will be

FOREIGN INVESTORS SKIP A HIGH GROWTH STORY

Despite India’s relatively fast-paced GDP growth and stable macroeconomic parameters, foreign investment has been lacking in terms of both long-term FDI as well as short-term FII

GS-- Communacopia + Technology Conference 2024 — Key Takeaways

Company remains well positioned following GTM verticalization:Management discussed their initial success around the relatively recent GTM

GS--Ericsson (ERICb.ST): Communacopia + Technology Conference — Key Takeaways

We joined investor meetings with Erik Ekudden (CTO) and Daniel Morris (Head ofInvestor Relations at Ericsson), at the Communacopia + Technology Conference in

Citi_The Global Point Thursday, 19 September 2024

Australia/NZ Diversified Financials - AMP is our most non-consensus BuyWe currently recommend three diversified financials stocks as Buys, while we rate

Citi_Nike Inc - Expect Lowered F25 and Accelerated Brand Reset, with All Eyes on Mgmt Chg_20240923

CITI'S TAKE We expect 1Q25 EPS (10/1 AMC) of $0.56 vs cons $0.52 driven by lower

BofA_Meta Platforms Inc Connect provides holographic glasses reveal,

Holographic glasses coming; a next gen smartphone?Mark Zuckerberg’s Meta Connect keynote highlighted Metaverse hardware innovation &

US_Pulse_Fed_more_wary_of_labour_market_weakness

Most Fed officials have pivoted toward supporting the full employment

SocGen - Fixed Income Weekly - All about the data

A hot US jobs report last week spurred a repricing of the near-term pace of rate cuts and