海外研报
筛选
GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk
Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
海外研报
2024年09月21日
GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE
Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the
海外研报
2024年09月21日
GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,
Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and
海外研报
2024年09月21日
GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters
2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is
海外研报
2024年09月21日
