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GS--Dallas Data Center Trip: Remain Bullish on Power Demand and Capex Inflection

We emerge from our Dallas Data Center/Power Demand field trip meetings onSeptember 18 bullish on the power demand inflection, particularly in Texas, and the
海外研报

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
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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
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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
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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
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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
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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
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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
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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

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