海外研报
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Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
海外研报
2024年07月11日
GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.
海外研报
2024年09月17日
US Weekly Kickstart
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
海外研报
2024年07月22日
BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006
Equity index futures roll costs for 35 global futures rolls
海外研报
2024年10月11日
2H keeps winning after a positive 1H
SPX is stronger in 2H after a positive 1HThe S&P 500 (SPX) rallied 14.48% in the first half (1H) of 2024, which is the 16th best 1H return for all years going back to 1928. When the SPX rallies over the first six months
海外研报
2024年07月04日
MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?
Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new
海外研报
2024年10月11日
BofA_Alphabet DOJ considering a long list of potential remedies; some
DOJ provides extensive list of possible remedies In its initial proposed monopoly remedy filing, the DOJ outlined a broad set of potential measures aimed at addressing how Alphabet may distribute and manage its Search
海外研报
2024年10月11日
