海外研报
筛选
Google Ad Tech Vs. DoJ (Round Two)
The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
海外研报
2024年09月06日
GS--Airbnb Inc. (ABNB): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CFO Ellie Mertz at the Communacopia + TechnologyConference.
海外研报
2024年09月14日
GD--FED DID THE RIGHT THING, AND NOW THE FUN BEGINS
By finally easing and revealing its plan for a faster pace of cuts, the FOMC finally set loose a new set of marketdynamics to impact the economy – unless the path to recession is already fated. I do not believe recession is fated
海外研报
2024年09月20日
GD--FED HELPS BUT EM EQUITY RISKS REMAIN
The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession
海外研报
2024年09月24日
GS--China: Caixin services PMI fell in September
The Caixin China General Services Business Activity Index (headline services PMI)
海外研报
2024年10月02日
GS-- costs edging down for beverage, dairy and pet food
In the monthly tracker, we track 40+ raw material price trends (including agriculture
海外研报
2024年10月15日
GS-- Long duration demand: Why the stars are realigned again (Karoui/Ali)
In recent research, we discussed the drivers of 30-year non-financial bond issuance,
海外研报
2024年10月18日
Deutsche Bank Research - Hershey
HSY reports 3Q24 earnings results on Thursday, November 7th pre-market
海外研报
2024年10月22日
MS_European Equity Strategy - Stock Screens Into US Elections_20241023
Following our recent virtual trip to Washington DC & leveraging
海外研报
2024年10月25日
