海外研报
筛选
A more dovish ECB on inflation?
Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
海外研报
2024年09月06日
GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen
Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low
海外研报
2024年09月11日
GS--Flex (FLEX): 2024 Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Michael Hartung the company’s President, ChiefCommercial Officer and David Rubin, VP of IR, at our conference.
海外研报
2024年09月14日
DeskTalk - FOMC risk rally at big levels
DXY Index is once again major support at 100.42-100.79 (200w MA, December 2023 low, Feb & March 2023 lows)while our trader's watching 1.1200-55 in EURUSD. We wait for the weekly close, Global FX Strategy argues Fed rate
海外研报
2024年09月20日
GS--Quick take: Trends show moderate upgrade in September
We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:
海外研报
2024年09月24日
Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product
Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially
海外研报
2024年09月28日
GS--Sponsor Activity Barometer Issue #33
We update our Sponsor Activity Barometer for the latest weekly datapoints (as
海外研报
2024年10月15日
GS--Solid leadership stance securing its long term growth outlook001
Strength from AI continues to lead the growth
海外研报
2024年10月18日
