海外研报
筛选
GS--Global Tech: Smartphone updates: Tri-fold phones launched; rising
Tri-fold phones launched: Huawei mate XT was launched on 11 Sep with startingprice at Rmb19,999 (US$2,819). We see leading smartphone brands launching more
海外研报
2024年09月19日
GS--September FOMC Preview: Shifting the Focus to Labor Market Risks (Mericle)
We interpret comments from Fed officials just ahead of the blackout period to nmean that the FOMC is more likely to cut by 25bp than 50bp at its September
海外研报
2024年09月19日
USA_ Core Retail Sales in Line With Expectations in August
BOTTOM LINE: Core retail sales rose 0.3% in August, in line with consensusexpectations, and headline retail sales rose 0.1%, against expectations for a decline.
海外研报
2024年09月19日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
MS_Charts That Caught My Eye_20240917
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月20日
MS_FOMC Reaction- September Meeting_20240919
The cycle begins with a 50bp cut and a stress on both sides of the dual mandate. Powell emphasized the FOMC's commitment
海外研报
2024年09月20日
GS--Nike Inc. (NKE): CEO transition announced
After market close on September 19th, NKE announced Mr. Elliott Hill will rejoin NKEas President and CEO effective October 14th, 2024. Current CEO and President Mr.
海外研报
2024年09月20日
USB--Asia ex-Japan equities
Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow
海外研报
2024年09月21日
China+ Chartbook September 2024
China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
海外研报
2024年09月22日
