海外研报

VOLATILE MARKETS FAVOUR EM CREDIT

EM equity investors will remain cautious about re-entering the market. EM equity indices have fully made up the ground lost in the global market rout at the start of last month, but many

GS--Dynatrace Inc. (DT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Dynatrace’s CEO Rick McConnell and CFO Jim Benson aspart of our Communacopia + Technology conference.

BofA_US Watch September FOMC meeting- A hawkish 50_20240918

A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,

BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is

Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or

GS--Australia: Job Vacancies: Broad-based Decline in August

Bottom Line: Australian job vacancies fell 5.2%qoq in the three months to August.