海外研报

2024 Global Retail Conference

Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.

GS--Chewy Inc. (CHWY): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CEO Sumit Singh at the Communacopia + TechnologyConference.

GS--Americas Real Estate: REITs: Large rate cuts and a stable economy could be a winning comb

Following the Fed’s announcement of a 50bps reduction to its policy rate, we revisitour analysis of residential REIT performance around Fed rate cuts. We find that