海外研报

August employment preview: improved from July

We expect nonfarm payrolls to rise by +165k in August, bouncing back somewhat from the soft print of just +114k in July. If our forecast is on

GS--AT&T Inc. (T): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Management continues to expect anormalization in the wireless industry, but has not seen this occur. The company

GS--Buy Merck KGaA | Utilities REStart | EU Communacopia | New FOMC Forecasts | PayPal

Merck KGaA – initiate at Buy – We initiate coverage of Merck KGaA at Buy with a12m price target of €205. While we see a bumpy end to 2024, we believe the Life

GS--Gaming What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,drawing on operator-level data disclosed by state gaming commissions across 29 US

GS-- Allianz, Generali, Zurich, Munich Re, Phoenix and Prudential

We have met with management of Allianz, Generali, Zurich, Munich Re, Phoenix and

Weekly Warm-up: Rates and Economic Data Surprises

Further stabilization in the economic surprise index should

US Election – What you need to know

Trump: 2025 will look a lot different to 2017 if Trump were to win, with tariffs on the agenda a lot faster than it took