海外研报

Data pushes back against 50bp September cut

A fed-focused week lies ahead with the annual Jackson Hole Economic Symposium in the spotlight, along with the minutes from the July FOMC

GS--Communacopia + Technology Conference — Key Takeaways02

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, management was optimistic about strategic shifts in the

Barclays_Equity Strategy Market Review_20240927

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

JPM_Oil Markets Weekly This time, it feels different_20241004

We assume that attacking Iran’s energy facilities would not be Israel’s

MS--Valuation Chartbook – September 2024

Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat

JPM_Credit Calls Friday, October 11 2024

The Becing story has become inereasingly complex, The company isoverhauling its

BofA_Morning Market Tidbits The hurricane impact_20241015

US Economics: The hurricane impact

BMO--Effectively Executing as Ad Monetization Thesis Remains Intact

We reiterate Outperform and raise our target price to $825 from $770 on the

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