海外研报

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services

GS--Infrastructure Act spending starting to emerge and wastewater

We attended the Water Environment Federation’s Technical Exhibition and

GS--US Online Gaming: Key Takeaways from G2E 2024

We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from

Bank_of_Korea_kicks_off_a_gradual_easing_cycle__1

The Bank of Korea’s (BoK) decision today to deliver a hawkish 25bp cut

Barclays - Joseph Abate - US Money Markets - Monthly Update_20241007

• Rate pressure reflects congested dealer balance

Barclays_September CPI- Limited relief even as shelter inflation retreats_20241010

Core CPI surprised to the upside, rising 0.31% m/m (3.3% y/y),

Barclays_US CPI Inflation Monitor (September CPI) Recent strength not worrisome, yet_20241010

The September CPI report was stronger than expected, led by core and food inflation.

BofA - Hartnett - The Flow Show To Xi, or not to Xi_20241010

Scores on the Doors: gold 26.5%, stocks 18.6%, crypto 12.1%, HY bonds 7.8%, commods

BofA_Airbnb AirDNA September Update; modest changes to full quarter estimates_20241011

Sep data indicates 15% Airbnb nights growthAirDNA estimates Airbnb’s nights booked (based on date of booking) were up 15% y/y in

BofA_Automotive Industry Weekly automotive pit stop_20241011

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important