海外研报
筛选
BARCLAYS--Mining Equipment Q2’24: Moderation From Above-Mid Cycle Levels; Large Trucks Flattish01
1) Q2'24 mining equipment sales declined 15% y/y. Declines were across most majorcategories ex. wheel loaders. TTM sales dollars declined 3% y/y; the first decline in three years
海外研报
2024年09月12日
MS-- September 13
STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
海外研报
2024年09月16日
BofA - Who Makes the Data Center - primer picks
Alongside our Who Makes the Data Center report......we identify vendors who should stand to benefit. This cross-sector report captures
海外研报
2024年09月21日
GS--S. Africa vs. EMXC; Korea vs. Brazil
n Performance: MSCI EM rallied 6% w/w (vs. ACWI up
海外研报
2024年09月29日
GS--The BOK has Started the Post-Pandemic Easing
The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to
海外研报
2024年10月13日
