海外研报

GS--Global Weekly Kickstart Global equities up 0.6%, China underperforms

Global equities gained 0.6% last week (Exhibit 1), China

GS--From rates to growth - pro-risk with hedges into year-end

After the summer ‘risk off’, risky assets quickly recovered due to a dovish Fed n

GS--The Productivity Outlook: Back to the Future (Abecasis)

Labor productivity growth slowed meaningfully last cycle, from a long-term n

GS--PR, DVN, EQT; Sells: APA, CRK

We believe that in the near term, the increased uncertainty around commodity price

BofA_Morning Market Tidbits The hurricane impact_20241015

US Economics: The hurricane impact

EM EMEA Weekly--Chinese stimulus adds impetus to EM prospects

Macro focus: Our constructive EM view in 2024 has been predicated on three

GS--shifting cross-asset leadership in the growth repricing

Last week, US Core CPI came above expectations, while

GS--From Goldilocks to Reflation - shifting cross-asset leadership in the growth repricing

Last week, US Core CPI came above expectations, whileHurricane effects led to higher initial jobless claims. In China,

GS--Ratings and Target Price Changes - October 15, 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,