海外研报

GS--Crown Castle International Corp. (CCI): Communacopia + Technology Conference 2024

Bottom line: We have three key takeaways: (1) Crown Castle remains constructiveon its domestic tower operations as its wireless carrier customers will need to

GS--Norges Bank—On Hold with Hawkish Guidance; We Now See One Cut in 2024

BOTTOM LINE: Norges Bank’s Monetary Policy Committee decided to keep thepolicy rate on hold at 4.5%, in line with our and consensus expectations. The

SocGen - Fixed Income Weekly - Soft landing vibes

The Fed kickstarted its easing cycle with a 50bp cutwhile signalling a gradual pace ahead. The market sees rates back to neutral by mid-2025, both by the Fed and the ECB. It all

GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub

US gas markets continue to approach the turning point where gas prices will, in

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services