海外研报

GS--Downgrading to Sell; muted growth should continue for the next few quarters

We downgrade AZO to Sell from Buy as we reposition our stock

Global Rates Weekly Miles to go

In the US, incoming data point to a resilient economy, even if

Global Rates Weekly Anything's pause-able

Rates: Unlikely, but pause-ableUS: Still like dip buying at belly of curve; upside rate risk is there, but has limits.

BofA GPS: Global Proprietary Signals Fuel in the tank

Hanging in thereThe Global Proprietary Signals-led view on the world economy remains largely unchanged. A healthy breadth of

BofA_Earnings Tracker Week 1- Early signs of easing cycle working through_20241014

A strong 5% beat in the early days Following a light Week 1 of earnings, 30 S&P 500 companies have reported so far. While

BofA_Trading Catalysts ‘No landing’ is also bullish_20241014

Economics: Spending spree to end the summer

UBS--Locking in attractive bond yields003

Locking in attractive bond yields

GS-- costs edging down for beverage, dairy and pet food

In the monthly tracker, we track 40+ raw material price trends (including agriculture

GS--China Macro: MOF Implications for Growth Outlook [Replay]

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,

GS--China: Trade growth surprised to the downside in September

China’s trade growth was weaker than expected in September (export: +2.4% yoy,