海外研报

MS_It s Finally iPhone 16 Glow(Game) Time_20240910

Apple's iPhone 16 launch event was as-expected, with new details on the Apple Intelligence rollout, a new Visual

GS--Oil Tracker: Record Low Financial Demand vs. Resilient Physical Demand

The Brent crude price continued sliding down over the last week to the lowest levelsince December 2021, with the disappointing US jobs report on Friday pushing Brent

GS--Appreciate Continued Durable Performance

We reiterate our Neutral rating while raising our Price Target to $155(from $137) following Oracle’s F1Q25 earnings. Total Revenue

GS--US Election Monitor: September 10 Update (Phillips/Krupa)

White HouseWhere things stand: Vice President Harris leads former President Trump by around

US Federal Reserve and commodities

The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and

GS--2024 Communacopia and Technology Conference - Day 1 Key Takeaways

Companies from the US Telecom and IT Services sectors presented during Day 1 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

US Housing Outlook:

Housing recovery continues driven by low supply. But housing demand is gradually softening because of high

Viewpoint The Time Has Come

This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the

VP’s Tactical Outlook 3.0 - One Number

“Everyone tends to get the same data feeds. The only way to arrive at a different answer is to organize the data in different ways, or bring to the

What's wrong with slow agony?

Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .