海外研报
筛选
GS--Nvidia Corp. (NVDA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: Mr. Jensen Huang, Founder, President and CEOBottom line: Mr. Huang discusssed, 1) The trend toward densification and
海外研报
2024年09月17日
SocGen - Market Wrap-up - Is it time to rethink our credit view.
The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a
海外研报
2024年09月16日
SocGen - Fixed Income Weekly - Easing into it
The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,
海外研报
2024年09月16日
GS--Communacopia + Technology Conference 2024 — Key Takeaways4
Gen-AI supporting continued product growth, operational efficiency.Management highlighted the various ways Gen-AI is being utilized. Internally,
海外研报
2024年09月16日
GS--Norway: Norges Bank Preview — A Hold Now But Dovish Tilt Coming
BOTTOM LINE: August inflation in Norway was notably below Norges Bank’sexpectations, with core services inflation falling to its lowest value since August
海外研报
2024年09月16日
GS--Communacopia + Technology Conference — Key Takeaways02
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, management was optimistic about strategic shifts in the
海外研报
2024年09月16日
MS-- September 13
STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
海外研报
2024年09月16日
MS-- Global Macro Commentary
ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
海外研报
2024年09月16日
GS--Communacopia + Technology Conference — Key Takeaways01
Presenters: Dushyant Sharma, Founder & CEO and Sanjay Kalra, SVP & CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月16日
IDEA--It's About to Go Down
The first cut is now at hand. We expect the FOMC statement to reflect Chair Powell's view that unemployment is at equilibrium,
海外研报
2024年09月16日
