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Four in a rowJackson Hole Preview August 2024
On Friday, August 23, Fed Chair Powell is scheduled to talk about the economic outlook at the Jackson Hole symposium. Less than four weeks before the next FOMC meeting, on September 17-
海外研报
2024年08月23日
Global Retail Conference 2024 — Day 1 Takeaways
Day 1 of our 31st Annual Global Retailing Conference revealed a better-than-fearedand cautiously optimistic tone on the outlook for the consumer into 2H. This slightly
海外研报
2024年09月06日
GS--Positioned for a prolonged cycle
In 2Q24, we saw topline weakness/misses due to a prolonged slowdown and risingdownside risks in macro and persistent deflationary pressure as well as companies’
海外研报
2024年09月11日
GS--Macro at a Glance: Latest views and forecasts
n Revised our Fed policy rate forecast and now expect a longer string ofconsecutive 25bp cuts from November 2024 through June 2025 (vs. quarterly
海外研报
2024年09月20日
