海外研报

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 34

Total traffic results for US Class I rails under coverage imply carload growth nat +9.4% YoY in week 34, an acceleration versus +6.9% YoY in week 33.

SALES & TRADING COMMENTARY (Not a product of MS Research) FOR INSTITUTIONAL USE ONLY

The market is struggling with challenges of a semiconductor selloff and broader growth slowdown (related, but not 100% the same) against a backdrop of September

GS--Crown Castle International Corp. (CCI): Communacopia + Technology Conference 2024

Bottom line: We have three key takeaways: (1) Crown Castle remains constructiveon its domestic tower operations as its wireless carrier customers will need to

GS--Norges Bank—On Hold with Hawkish Guidance; We Now See One Cut in 2024

BOTTOM LINE: Norges Bank’s Monetary Policy Committee decided to keep thepolicy rate on hold at 4.5%, in line with our and consensus expectations. The