海外研报
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Emerging Markets mid-year 2024 outlook
Macro focus: At the start of this year, we had expected building drags from aslowing China and the 2021-23 global hiking cycle to pull down the EM complex.Yet, EMs defied expectations in H1 2024, buoyed by the resiliency in the consumer.
海外研报
2024年07月04日
MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?
Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new
海外研报
2024年10月11日
BofA_Alphabet DOJ considering a long list of potential remedies; some
DOJ provides extensive list of possible remedies In its initial proposed monopoly remedy filing, the DOJ outlined a broad set of potential measures aimed at addressing how Alphabet may distribute and manage its Search
海外研报
2024年10月11日
MS--Global Macro Commentary | Global October 9
FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead
海外研报
2024年10月11日
SocGen - Albert Edwards - We’ll keep trying to look beneath
The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to
海外研报
2024年10月11日
GS--Zoom Video Communications Inc
We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.
海外研报
2024年10月11日
BofA What Seasonality
S&P 500 defies gravity in the seasonally weakest monthThe S&P 500 gained 2.1% on a total return basis, the best September since 2013 and
海外研报
2024年10月11日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
海外研报
2024年07月11日
GS Equity Radar
European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
海外研报
2024年07月15日
