海外研报
筛选
GS--Westlife Upgrade, GCPL, China’s Activity Trackers
China Macro - The Politburo sent clear (and louder) easing signals. In the September
海外研报
2024年09月29日
The Gathering Storms
Hurricane Helene has strengthened to a to a Category 4 storm ahead of its expected landfall on
海外研报
2024年09月29日
GS--Trade Close: Close Options Recommendations for META, ACN, JEF and INTU
We close our recommendation to buy META calls. We close our 18-Sep, 2024
海外研报
2024年09月29日
GS--How do UK equities perform when the Pound rises?
Riding risk. The BoE kept rates on hold and sent a slightly
海外研报
2024年09月29日
GS--US Weekly Kickstart03
Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.
海外研报
2024年09月29日
US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor
US equities were slightly net sold on the week, as large selling last Friday (options expiry/index
海外研报
2024年09月29日
What is behind deglobalization?
Global trade in goods has been growing more slowly than the global economy for
海外研报
2024年09月29日
GD--BEIJING’S RALLY003
Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as
海外研报
2024年10月01日
GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM
The main story line from the August personal income and spending data is, assuming payroll
海外研报
2024年10月01日
Barclays_China stimulus This could be big_20240927
While not our base case, a CNY5trn property stabilisation fund
海外研报
2024年10月01日
