海外研报
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US_Inflation_Monthly_August_CPI_preview
We expect core Consumer Price Index (CPI) inflation to have risen 0.21% m/m and headline CPI inflation to rise by 0.13% in August. In year-on-year terms,
海外研报
2024年09月10日
US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut
US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds
海外研报
2024年09月10日
GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES
fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different
海外研报
2024年09月11日
GS-- Communacopia + Technology Conference 2024 — Key Takeaways
Company remains well positioned following GTM verticalization:Management discussed their initial success around the relatively recent GTM
海外研报
2024年09月11日
GS--A structural growth business
We downgrade MS to Neutral from Buy, with a $105 price target, with 7%upside (vs. 12% for our coverage), and 11% total return, inclusive of a 4%
海外研报
2024年09月11日
GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen
Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low
海外研报
2024年09月11日
GS--Trade growth peak; East Coast strike risk; Airline fares
Trade growth slowing, converging down to GDP growthWe flagged in our Jul-24 edition trade growth peaking in the
海外研报
2024年09月11日
