海外研报
筛选
Implied Thoughts Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月12日
Regime Indicator weakened, Recovery in question
Regime Indicator slips. Downturn next?Our US Regime Indicator declined in July for the first time since December 2023,
海外研报
2024年08月20日
GS--Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong
海外研报
2024年09月16日
GS--MXAPJ skyrocketed 6%, led by a policy-driven rally in China
MXAPJ gained 6%, led by the significant surge in China
海外研报
2024年09月29日
DB_Thematic Research - Next week... This week_20241004
The main data release out next week will be the US CPI for September on
海外研报
2024年10月07日
Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?
Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.
海外研报
2024年10月11日
GS--risk for strong yen/inbound sales;
Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.
海外研报
2024年10月12日
Barclays_Americas Morning Research Summary_20241015
Barclays Live.Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research
海外研报
2024年10月16日
