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Start Small or Begin Big?

attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
海外研报

GS--Americas Construction: Building Products: AHRI — July Read-Throughs

decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
海外研报

GS--What’s Powering Your Services Recap - 9/13/24

This week in Business & Information Services, we had a number of companiespresent at our 2024 Communacopia + Technology Conference in San Francisco,
海外研报

GS--AEJ Week Ahead: China August activity data; CBC and BI meetings

growth to decline to 4.3% yoy in August from 5.1% yoy in July, in line withsofter NBS manufacturing PMI and wider year-on-year contraction in steel
海外研报

GS--Disappointing guidance overshadows core business strength - F3Q24 Results

We reiterate our Buy rating and our $640 price target followingAdobe’s F3Q24 earnings. Despite outperforming Consensus on DM
海外研报

GS--WHIFF OF NEW US-RUSSIA MISSILE CRISIS SHOULD UNDERPIN THE GOLD PRICE

Although this topic remains firmly in the arena of tail-risk monitoring rather than an active market driver, PresidentPutin’s clear ‘red line’ signal yesterday is notable for two reasons: as a tail-risk ‘fattener’ in its own right, and as a
海外研报

GD--RATE CUTS MEET SOFT PATCH

An economic soft patch is taking shape, paving the way for an accelerated BoE easing cycle against the backdrop of a tighter fiscal stance.
海外研报

GS--ZoomInfo Technologies Inc. (ZI): Communacopia + Technology Conference 2024 — Key Takeaways

. Committed to returning to growth and returns to shareholders: ZoomInfo’snear term priorities are to get the business back to growth, buying back stock,
海外研报

GS--Vertiv Holdings (VRT): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Giordano Albertazzi, the CEO of Vertiv, and David Fallon,CFO of Vertiv at the Communacopia + Technology Conference.
海外研报

GS--Snowflake Inc. (SNOW): Communacopia + Technology Conference 2024 — Key Takeaways

New CEO, Dr. Sridhar Ramaswamy, continues executing against his visionfor the company: Snowflake discussed how the recently appointed CEO,
海外研报