海外研报

G10 Cuts Broaden as Data Stabilize

Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Thailand and Singapore marketsoutperformed, while Korea and Philippines markets underperformed. Within MXAPJ

GS--Americas Telecom Services: Communacopia + Technology Conference 2024

Presenters: Andrew Lipman, Partner, Morgan LewisBottom line: We have three key takeaways: (1) Mr. Lipman believe the FCC will

GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!

Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the