海外研报

BofA_T-Mobile US_20240920

Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through

BofA_US Economic Weekly Softer growth and a more dovish Fed_20240920

Weekly viewpoint: A bumpier landingWe have tweaked our economic forecasts. In response to softer-than-expected labor

Central_Bank_Weekly__20th_September_2024

RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45 economists surveyed by Reuters unanimously

GS--China Economic Activity and Policy Tracker: September 20

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and

DailyTechIndex_20240919_en

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author

GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)

We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart

GS--End of Week Market Intelligence: rate relief...

US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets

FX Daily Snapshot Europe Weekly Focus

The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation

GS--A top-down look at Renewable energy

We recently updated our sector recommendations to alignour views with the current economic trends and monetary