海外研报
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GS--What’s Powering Your Services Recap - 9/20/24
This week in Business & Information Services, we published our 3Q RentalSentiment Survey and found relatively stable growth expectations over the next six
海外研报
2024年09月21日
GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters
2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is
海外研报
2024年09月21日
BofA_T-Mobile US_20240920
Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through
海外研报
2024年09月21日
GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,
Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and
海外研报
2024年09月21日
GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE
Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the
海外研报
2024年09月21日
GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk
Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
海外研报
2024年09月21日
BofA_The RIC Report Between a stock and a hard place_20240917
The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报
2024年09月21日
BofA_Global Economic Weekly The Powell put comes too early_20240920
Global Letter: The Powell put comes too earlyWith US growth somewhat above potential, a strong consumer, the stock market at
海外研报
2024年09月21日
BofA_FedEx Corp_20240920
Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets
海外研报
2024年09月21日
BofA_Fed goes 50 – implications for SMID caps_20240919
The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in
海外研报
2024年09月21日
