海外研报

GS--Zoom Video Communications Inc. (ZM): Communacopia + Technology Conference 2024

Presenter(s): We hosted Zoom’s CEO Eric Yuan as part of our Communacopia +Technology conference.

GS--Dallas Data Center Trip: Remain Bullish on Power Demand and Capex Inflection

We emerge from our Dallas Data Center/Power Demand field trip meetings onSeptember 18 bullish on the power demand inflection, particularly in Texas, and the

BofA_US Economic Weekly Rosy revisions deepen the labor conundrum_20240927

Weekly viewpoint: Rosy revisions deepen labor conundrumThe annual update of the National Economic Accounts showed upward revisions to GDP

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong

Rabo--Sour grapes?

Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state