海外研报
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USB--Get ready 4Q outlook: Rates, votes, and volatility
As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.
海外研报
2024年09月24日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月24日
GS--REIT valuations show upside opportunities remain
In this note, we assess REIT valuations from a four-pronged framework in an interestrate cutting environment: 1) FFO multiples, 2) implied cap rates, 3) equity risk
海外研报
2024年09月24日
GS--FAQs post Global Retail Conference; Trends at BBWI, FIVE, and ULTA
In this note, we highlight top questions we have received since hosting our GlobalRetail Conference. We also analyze Bloomberg Alternative Data to highlight
海外研报
2024年09月24日
GS--How Global Economic News Affects AEJ Financial Markets01
The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through
海外研报
2024年09月24日
Barclays_Global Macro Thoughts A borderline decision_20240923
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年09月24日
Barclays_Tesla, Inc_20240923
Decomposing 3Q24 deliveries:Healthy result to avoid negative
海外研报
2024年09月24日
BofA - Paul Ciana - Technical Advantage Powell for the people_20240923
US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed
海外研报
2024年09月24日
BofA_Shipping - Global US East Coast ports- Prolonged strike unlikely but short strike risk is
Prolonged strike unlikely, but risk of short strike is risingWe see growing risk of a US East Coast (“USEC”) port strike potentially lasting days or
海外研报
2024年09月24日
