海外研报

Trading Catalysts NVDA earnings, an underpriced risk

At Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powellwas undeniably dovish, we don’t think he opened the door for 50bp cuts. Elsewhere, the

BARCLAYS--Summary of FX Views for the Year Ahead

This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.

GS--Duolingo Inc. (DUOL): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter: We hosted CEO Luis von Ahn at the Communacopia + TechnologyConference.

GS--FY1Q EPS: Mix Shift and Weak B2B Impact Margins Lower

Bottom Line: FDX reported FY1Q (Aug) operating EPS at $3.60 pershare, or well below our recently lowered $4.70 p/s and FacstSet

GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)

Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n