海外研报
筛选
Global equities lost 2%; Momentum underperformed
Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking
海外研报
2024年08月06日
Ratings and Target Price Changes - August 5, 2024 as of 5:30 AM ET
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
ISM Services Rebounds; S&P Global Services PMI Revised Down But Remains Strong
BOTTOM LINE: The ISM services index increased by more than expected in July.The composition of the report was strong, as the business activity, new orders, and
海外研报
2024年08月06日
The Bear Traps Report With Larry McDonald
“The beast inside the market now has the Fed in its grip. The serpent will demand FAR more
海外研报
2024年08月06日
PANIC STATIONS!
1. Global recession risk, with CBs (perceived to be) behind the curve2. The unwind of the Yen carry trade (did BoJ hawkishness mark the top of
海外研报
2024年08月06日
MARKETS CAN TAKE WEEKS TO REBOUND FROM A VOLATILITY SPIKE
Friday’s weak NFP print put recession risks front and centre. However, one disappointing payrolls release is notenough to declare one: (1) 114k new jobs are consistent with economic expansion; (2) cyclical sectors are still
海外研报
2024年08月06日
GS Utilities Daily: ENWL sale has positive read across to SSE
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月06日
US July jobs report: Broad-based weakening risks steeper cuts
• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point
海外研报
2024年08月06日
Market Intelligence: US Morning Update
Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:
海外研报
2024年08月06日
