海外研报

GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism

The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot

COMMERZBANK--Inflation wherever you look

Yesterday, even without an explicit trigger, the US dollar rallied quite a bit, with EUR-USD

RABOBANK--New deal? Big deal

The UK Labour government pledged to introduce its “new deal” for workers within 100 days of

SocGen - Albert Edwards - We’ll keep trying to look beneath

The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to

GS--Zoom Video Communications Inc

We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.