海外研报
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Emerging Insight Central Asia – FX “anomalies” untangled
Key takeaways• KZT to remain range-bound and managed through net NOF FX sales. NOF support has room to increase in 2H24 after new FX flow
海外研报
2024年07月26日
Global Earnings Revision Ratio Hint of softness
Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
海外研报
2024年07月26日
Morning Market Tidbits The Fed can afford to be patient
Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in
海外研报
2024年07月26日
Re-examining implications for commodities under a Red Wave
Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
海外研报
2024年07月26日
Much ado about nothing
A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
海外研报
2024年07月26日
FOMC: dovish hold to precede September rate cut
We expect no change in the federal funds rate (FFR) at the July Federal Open Market Committee (FOMC) meeting, in what we expect will be a
海外研报
2024年07月26日
Ford Motor Co. (F): 2Q24 First Take
While Ford maintained its full-year EBIT guidance and raised its FCFguidance, 2Q EBIT was below the Street driven by the Blue segment (with
海外研报
2024年07月26日
Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)
With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
海外研报
2024年07月26日
Centrica: Strong results, new buy back, capital allocation debate not fully answered
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26日
First Take: GoOGL...
GO0GL +2.7% post mktSolid numbers across the board - with everything (ex YouTube ads) basically in-line-to-better - butexpectations were high, so
海外研报
2024年07月26日
