海外研报

GS--How Global Economic News Affects AEJ Financial Markets

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through

GS--Shorter iPhone 16 series lead times v. iPhone 15; Continued longer fulfillment for

Delivery lead times for iPhone 16 are shorter than iPhone 15.Although shorter lead times could imply weaker demand trends,

FX Daily Snapshot Europe Weekly Focus

The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation

GS--End of Week Market Intelligence: rate relief...

US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets