海外研报
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GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)
A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,
海外研报
2024年09月24日
GS--Quick take: Trends show moderate upgrade in September
We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:
海外研报
2024年09月24日
CrossAssetWeekly_20240920_en (1)
The FOMC managed to deliver a larger than expected first rate cut without fuelling additional easing expectations. Front-loading some of the cuts was adequate, given rising
海外研报
2024年09月24日
GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX
China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
海外研报
2024年09月24日
Citi_Nike Inc - Expect Lowered F25 and Accelerated Brand Reset, with All Eyes on Mgmt Chg_20240923
CITI'S TAKE We expect 1Q25 EPS (10/1 AMC) of $0.56 vs cons $0.52 driven by lower
海外研报
2024年09月24日
GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews
In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
海外研报
2024年09月24日
Citi_Apple, Inc. - iPhone 16 Week 1 Lead Time Update_20240922
CITI’S TAKE We update iPhone 16 delivery times in the US, China, India, and UK since
海外研报
2024年09月24日
