海外研报

A truer signal from the unemployment rate

Historically, a substantial rise in the unemployment rate has been associated with a recession. But changes in the unemployment rate can be amplified or damped by

Expect sequential improvement as resilient disposable income is aided by waning

On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer

GS--cmntch2024agenda

Session: Venture Capital Panel Bessemer Venture Partners - Byron Deeter, Partner

GS--Overview of Contracting Activity Heading into Year-End; Buy CCJ on Exposure to Asym

In this note, we discuss spot and term market dynamics within uranium and nuclearfuel. In recent conversations with investors, we note an increasing focus on

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23

The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,

GD--BEIJING’S RALLY

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as