海外研报
筛选
Macro2Market Views Post the MacroMania
The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
海外研报
2024年08月08日
Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model.
The world will spend $105bn on XPUs in 2024, i.e.$210bn in AI capex, up 10x vs. 2020.
海外研报
2024年08月12日
US Labor Market: Cracks Beneath The Surface
The US unemployment rate has clocked in below 4.5% for 33 consecutive months. However, this historicallylow rate camouflages nascent cracks in the US labor market.
海外研报
2024年08月20日
Tomorrow, back to only thinking "Rate cuts!"
Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
海外研报
2024年08月30日
GS--Keysight Technologies Inc. (KEYS)
Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.
海外研报
2024年09月16日
GS--Updating Our Top 10 Industry Themes & Key Coverage Sub-Sector Debates
As we enter the last quarter of 2024, we take the opportunity to refresh our top 10
海外研报
2024年09月29日
BofA_Trading Catalysts Increased CPI event risk into a stock picker’s earnings season
Economics: What hard landing?
海外研报
2024年10月07日
