海外研报
筛选
MS - AlphaWise US Consumer Pulse Survey Wave
Improved Further. Consumer confidence in the U.S. economic outlook rose again with 42% of consumers expecting the economy to get better in the
海外研报
2024年09月10日
GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.
海外研报
2024年09月13日
GS--September FOMC Preview: Shifting the Focus to Labor Market Risks (Mericle)
We interpret comments from Fed officials just ahead of the blackout period to nmean that the FOMC is more likely to cut by 25bp than 50bp at its September
海外研报
2024年09月19日
JPM_Positioning Intell Weekly Wrap_20240920
In the US, HFs remained net sellers (-1.3z in past 5d) as selling/de-grossing prior to the Fed was not reversed on Wed/Thurs. Gross and net leverage were basically unchanged WoW. Retail investors did not seem particularly
海外研报
2024年09月23日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
UBS--European Contextual Diary
In this note we preview the coming week's corporate events
海外研报
2024年10月01日
