海外研报
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US Housing Outlook:
Housing recovery continues driven by low supply. But housing demand is gradually softening because of high
海外研报
2024年09月11日
GS--2024 Communacopia and Technology Conference - Day 1 Key Takeaways
Companies from the US Telecom and IT Services sectors presented during Day 1 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on
海外研报
2024年09月11日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月11日
GS--US Election Monitor: September 10 Update (Phillips/Krupa)
White HouseWhere things stand: Vice President Harris leads former President Trump by around
海外研报
2024年09月11日
GS--Appreciate Continued Durable Performance
We reiterate our Neutral rating while raising our Price Target to $155(from $137) following Oracle’s F1Q25 earnings. Total Revenue
海外研报
2024年09月11日
GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand
The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent
海外研报
2024年09月11日
MS_It s Finally iPhone 16 Glow(Game) Time_20240910
Apple's iPhone 16 launch event was as-expected, with new details on the Apple Intelligence rollout, a new Visual
海外研报
2024年09月11日
MS - The White House and the Dollar
Policies proposed by the Republican presidential campaign would likely boost USD. A potential Republican administration
海外研报
2024年09月11日
MS - How Much Would a 28% Corporate Tax Rate Lower EPS
We assess the EPS impact of a potential proposal to increase the corporate tax rate 7ppt from 21% to 28%, with a median
海外研报
2024年09月11日
EF--Mixed jobs report offers no definitive signal for the Fed
The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报
2024年09月11日
