海外研报
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Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow
This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
海外研报
2024年08月07日
RECESSION APPEARS INEVITABLE BY YEAR- END, UNLESS THE FED CUTS (THEY WILL)
The search is on for indications that the economy is heading towards recession if the Fed fails to act sooner than later – not for indicators of recession itself. The softening data that are rolling
海外研报
2024年08月07日
De-grossing, Positioning Declines, and Rotations...Meaningful in July, But Could be Nearly Over
HF performance / alpha drawdown and de-grossing…are we done yet? July was the first month for negative Eq L/S alpha this year and de-grossing reached fairly extended levels for Eq L/S and Multi-Strats in
海外研报
2024年08月06日
Weekly Warm-up: Defensive Leadership Fully Emerges as Growth Concerns Increase
Macro Risks Rise... While the macro data suggest the consumer is slowing but ok, the jobs data on Friday challenged the soft-landing view for some
海外研报
2024年08月06日
US Week Ahead: August 5 - August 11
08:30 AM Chicago Fed President Goolsbee (FOMC voter) speaksChicago Fed President Austan Goolsbee will appear on CNBC’s Squawk Box.
海外研报
2024年08月06日
What worsening US jobs data and reports of Fed rate cut mean for Japanese stocks
US jobs data deterioration reverberates across marketsThe July US employment data showed both non-farm payrolls and unemployment rate
海外研报
2024年08月06日
Global equities lost 2%; Momentum underperformed
Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking
海外研报
2024年08月06日
Ratings and Target Price Changes - August 5, 2024 as of 5:30 AM ET
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
US MARKET INTELLIGENCE:AFTERNOON BRIEFING
US: Stocks closed sharply lower but off their lowest levels. Pre-market, the global selloff startedwith Japan as the NKY fell by 12.4%. The SPX hit a session low of -4.6%, with the ViX spiking to65, up 178% from Friday's close of 23. This was driven by a
海外研报
2024年08月06日
substantial foreign outflows continued in Tech
Performance: MSCI/All Taiwan -2.3%/-2.0% this week,underperforming MXAPJ by -1.5% (in US$), dragged by
海外研报
2024年08月05日
