海外研报
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Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)
The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see
海外研报
2024年08月08日
Global Tech: Re-calibrating AI server timeframe; updating Global server model and
We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
海外研报
2024年08月08日
Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET
Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms
海外研报
2024年08月08日
GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco
New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on
海外研报
2024年08月08日
GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro
Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
海外研报
2024年08月08日
GS Utilities Daily: Siemens Energy: Solid Q3 numbers, cash flow guidance upgraded
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
海外研报
2024年08月08日
MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE
Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
海外研报
2024年08月08日
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
Global Strategy Weekly
What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
海外研报
2024年08月09日
Market Intelligence: US Morning Update
Stocks in Asia were mixed, but with a negative bias, on Thursday. Mainland Chinaand Hong Kong markets ended flat, while Taiwan (-2%) and India (-0.6%) ended
海外研报
2024年08月09日
