海外研报
筛选
Can Trump depreciate the USD?
Careful what you wish for, ‘cause you might get it in heapsThe most often asked question we encountered last week was whether a weak USD
海外研报
2024年07月23日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.3%, $X5E -0.7%) with CAC (-1.2%)underperforming also today, Luxury (-1.4%), China Exposed Consumer (-1.4%) and BasicResources (-1.7%) reflected concerns around China. ECB Bank Lending
海外研报
2024年07月18日
Global Asset Allocation Views
The data reaffirm our base case view of moderating growth and cooling inflation.• This environment supports a risk-on tilt in portfolios, with overweights to equity and credit.
海外研报
2024年07月16日
China: Uncertain economic environment overshadows the party plenum
China’s GDP growth slowed down to 4.7% in Q2. Growth relies much onfixed asset investment in manufacturing and infrastructure while consumerconfidence remains low and the downturn in the housing market continues.
海外研报
2024年07月16日
Global Economics Weekly
Slowing US inflation now makes Fed cuts in both Septemberand December likely. Inflation dynamics are less clear in the UK
海外研报
2024年07月16日
Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
海外研报
2024年07月22日
Prime Insights & Analytics Prime Services Weekly Report July 5, 2024 Friday 6/28 – Thursday 7/4
The GS Equity Fundamental L/S Performance Estimate2 rose +0.35% between 6/28 and 7/4 (vs MSCI World TR +1.37%), driven by beta of +0.67%
海外研报
2024年07月08日
IndiaPulse: Towards more inclusive growth
We forecast USDINR at 82.80 and IGB 10-year bond yields at 6.80% by the end of the fiscal year, together with a shallow RBI rate cut cycle of 50bps starting 1Q2025 (calendar year).
海外研报
2024年07月19日
