海外研报
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AUD mid-year update: bullish but China & positioning cap upside
AUD: rates tailwind… We continue to see the AUD gradually higher over the next few quarters (year-end ’24 forecast: 0.69/ year-end ’25: 0.72) but near-term upside is likely to be capped by the
海外研报
2024年08月27日
Five Stocks in Focus: HP, NESTE, PBF, CRK, and XOM
In this note, we highlight five stocks that are top of mind in investor conversations.(1) For HP (Sell), we discuss our updated US rig count forecasts, driving lower
海外研报
2024年08月30日
Global Portfolio Manager's Digest So Long, Summer
We provide context and perspective on research across regionsand asset classes, this week highlighting our all-encompassing
海外研报
2024年09月03日
Macro & Strategy
In line with our Group’s vision to be the bank for Europe’s future, we continue to focus on product innovation and service excellence.
海外研报
2024年09月06日
CA--FAST FX Fair Value Model
triggered any new trades. Most of the ten crosses covered by the model are trading within one standard deviation of their fair values. The FAST
海外研报
2024年09月11日
GS--Cricut Inc. (CRCT): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CFO Kimball Shill and SVP of Finance, Treasurer & IR JimSuva at the Communacopia + Technology Conference.
海外研报
2024年09月15日
GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance
In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core
海外研报
2024年09月20日
GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)
A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,
海外研报
2024年09月24日
GS--Ongoing strength in Datacenters, stabilization in Towers
Overview: We believe investors are long datacenters (hyperscalers still strong)
海外研报
2024年09月28日
