海外研报
筛选
GS--Global Markets Daily: The Dollar After the First Cut (Rosenberg)
Historically, Dollar performance has varied widely around the start of the easing ncycle. Looking across seven Fed cutting cycles since 1995, we find that Dollar
海外研报
2024年09月11日
CA--FAST FX Fair Value Model
triggered any new trades. Most of the ten crosses covered by the model are trading within one standard deviation of their fair values. The FAST
海外研报
2024年09月11日
EW--Risk recovery and Fed cuts bodes well for EM outperformance
Macro focus: The incoming data over the past month, including the August employment report, clearly points to a slowing US economy with restrictive
海外研报
2024年09月11日
DB--Navigating through uncertain times
We resume coverage of US Autos & Auto Technology (17 stocks) including automakers and suppliers. In the face of growing uncertainty about industry
海外研报
2024年09月11日
DB--Poised to reshape multiple industries
In conjunction with our US Autos resumption of coverage, we take a closer look at Tesla's upcoming Robotaxi Day (10/10), advantages in autonomous driving, and
海外研报
2024年09月11日
Citi_US Economics CPI Preview – Benign CPI in August leaves activity data more importanT
Inflation data are quickly taking a backseat to labor market data in terms of relevance for Fed policy decisions, but with an inconclusive August
海外研报
2024年09月11日
Citi_The Point for Asia Pacific Tuesday, 10 September
Apple, Inc. (AAPL.O) - Apple Event First TakeApple introduced the new iPhone 16 family, Apple Watch Series 10 and AirPods 4,
海外研报
2024年09月11日
GS--Prefer leading players in a prolonged cycle; Downgrade Gujing to Neutral
We have revisited the growth pace, capacity expansion pace, and our target P/Emultiple assumptions for our China Spirits coverage to better reflect their
海外研报
2024年09月11日
GS--China Semis Tour : 3Peak visit: Automotive and data center analog products as new drivers;
We hosted 3Peak (688536.SS, Not Covered) management during China TechTour in Shanghai on Sep 7th, 2024. Key investor focus centered on 2H24 outlook,
海外研报
2024年09月11日
GS--Positioned for a prolonged cycle
In 2Q24, we saw topline weakness/misses due to a prolonged slowdown and risingdownside risks in macro and persistent deflationary pressure as well as companies’
海外研报
2024年09月11日
