海外研报

GS-- Communacopia + Technology Conference 2024 — Key Takeaways

Company remains well positioned following GTM verticalization:Management discussed their initial success around the relatively recent GTM

GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES

fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different

MS--Morgan Stanley Global Macro Forum

= Analysts employed by non-U.S. affiliates are not registered withFINRA, may not be associated persons of the member and may not be

JPM_US Market Intell Afternoon Briefing

US: Stocks rebounded from last week's selloff, There was no particular catalyst behind today'srally given the relatively quiet macro calendar. The recovery today was fairly broad-based: 83% ofthe SPX stocks closed in the green with all 11 sectors