海外研报
筛选
Equity Strategy
Q2 reporting season is heating up, Activity was broadly better for the quarter,sequentially, pointing to an improvement in earnings delivery - top chart. This,though, is to a good extent reflected in consensus estimates, where Q2 EPSprojections
海外研报
2024年07月23日
Yangzijiang Shipbuilding Holdings Ltd
L . Yangzijiang is the largest and bestmanaged private shipbuilder in China with a wide economic moat to compete against Chinese and
海外研报
2024年07月18日
Global Hedge Fund Industry Monthly Update
Green, with a dash of red: Most HF strategies generated positive returns for June.1 Quant Equity was the best performing strategy at 2.6%, followed by Discretionary Macro at 0.8%, then Multi-Strategy at 0.8%.
海外研报
2024年07月18日
Ratings and Target Price Changes - July 17, 2024 as of 5:30 AM ET
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年07月18日
TOP OF THE AGENDA
.US: Futs are weaker with Tech dragging down SPX/NDX as both Semis and Mag7 are beingsold pre-mkt with ASML -6% onnegative geopolitical headlines; TSM reports tmrw. Pre-mktAAPL, NVDA, TSLA, AMD, MU, AVGO, MSFT, AMAT all down 1.4%
海外研报
2024年07月18日
USA: GS Economic Indicators Update
Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.
海外研报
2024年07月18日
Curb Your Enthusiasm
At $6.56 trillion, assets under management (AUM) in US money market funds(MMFs) hit another record high last week. Inflows to MMFs have continued even asmarket pricing of policy easing has moved higher -today, the market-
海外研报
2024年07月22日
US Elections & the MexicoChina Bridge vs. Buffer Debate
Key TakeawaysChinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports ~75%
海外研报
2024年07月23日
Global Macro Commentary
Fed Chair Powell says recent inflation data add confidence; USTs bear-steepen; BoC surveys show inflation expectations
海外研报
2024年07月17日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.3%, $X5E -0.7%) with CAC (-1.2%)underperforming also today, Luxury (-1.4%), China Exposed Consumer (-1.4%) and BasicResources (-1.7%) reflected concerns around China. ECB Bank Lending
海外研报
2024年07月18日
