海外研报

Liquid Insight Jackson Hole FAQ: ’24 update

Jackson Hole soon to be the market's focus. We answer FAQs on logistics & market expectations

Buyer's markets-Global Daily-Market comments1

US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%

The Global Point Thursday, 15 August 2024

The global economy’s “digital transformation” has entailed a shift from ecosystems characterized primarily by flows of physical “stuff” to ecosystems

GS EUROPEAN EXPRESS: Encore: Buy ISS, EON, Neste (all on CL); Sell Elekta

SS – upsized buyback supportive of our thesis – ISS 1H results were characterisedby headline numbers that were largely in-line with expectations, FY24 organic

RWE: Uncertain Capital allocation a continued overhang // E.ON

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