海外研报

Can Tesla execute on its "Autonomy" story?

LLeeaaddiinngg EEVV mmaannuuffaaccttuurreerr bbaacckkeedd bbyy eeccoonnoommiicc MMOOAATTss.. Tesla is a leading global EV manufacturer, backed by its firm market leadership

Summer revision courses: ECB rates

Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be

USD: a ‘flatter’ smile is still a smile

Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets

On Our Minds-Consumers help lift 2024 growth estimate, but 2025 outlook has weakened

Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24

Trading Catalysts Eyes on Jackson Hole, minds on NVDA

Economics: Slow and steadyThe message from last week’s data was clear: inflation is soft enough for the Fed to

GS--New Zealand: Business Activity: Nominal sales edge up +0.1%qoq in 2Q2024

Bottom line: Nominal business sales in New Zealand edged up +0.1%qoq in2Q2024. The details of the data were soft, with outright declines in sales across the