海外研报
筛选
IS THE NEW MACRO SUPERCYCLE ON TRACK?
Two years on, our macro supercycle thesis remains valid, as post-COVID normalization gives way to a new macro regime in the 2020s. But this regime shift was always going to be subtle,
海外研报
2024年09月06日
GS--A structural growth business
We downgrade MS to Neutral from Buy, with a $105 price target, with 7%upside (vs. 12% for our coverage), and 11% total return, inclusive of a 4%
海外研报
2024年09月11日
GS--Fiverr International Ltd. (FVRR): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Fiverr EVP Strategic Finance Jinjin Qian at theCommunacopia + Technology Conference.
海外研报
2024年09月14日
Commodities Weekly--All systems go in the commodities complex as the Fed begins its easing cycle
Global commodities: Commodities are relishing. In the last seven trading days lead-up to yesterday’s FOMC meeting, the Bloomberg Commodities (BCOM) index
海外研报
2024年09月20日
CrossAssetWeekly_20240920_en (1)
The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising
海外研报
2024年09月24日
Citi_Meta Platforms Inc - Meta Connect Recap- AI Product Roadmap Creates Significant
Meta’s new AI products, features, and devices announced at Connect ‘24 make us incrementally confident that its product innovation can deliver
海外研报
2024年09月28日
GS--USA_ Powell Notes Need to Recalibrate Monetary Policy Stance “Over Time,”
BOTTOM LINE: Fed Chair Jerome Powell noted that the FOMC does not feel “like
海外研报
2024年10月02日
SocGen - FX View - The vigilantes have taken over again
The FX market remains in thrall to US rates but there has been a bit of a shift of late, with
海外研报
2024年10月15日
Emerging Market Weekly Pulse
The USD has regained its strength so far in October, on the back of positive
海外研报
2024年10月18日
