海外研报
筛选
BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912
Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
海外研报
2024年09月15日
GS--China: Soft money and credit data in August
August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
海外研报
2024年09月15日
GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,
Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报
2024年09月15日
GS--Foreign selling led by Korea and Taiwan; India domestic funds saw strong
Foreign (FII) flows / positioningn EM Asian ex-China region saw selling (-US$1.9bn) this
海外研报
2024年09月15日
GS--Aligning our sector recommendations with the macro environment
We update our sector recommendations. We turned more“defensive” early in the summer, in response to the recent
海外研报
2024年09月15日
GS--European Conviction List - Directors’ Cut September 13, 2024 Update
We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of
海外研报
2024年09月15日
FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1
We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报
2024年09月15日
GS-- Communacopia + Technology Conference 2024 — Key Takeaways01
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--Communacopia + Technology Conference 2024 — Key Takeaways02
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--Keysight Technologies Inc. (KEYS)
Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.
海外研报
2024年09月16日
