海外研报
筛选
GS--Crown Castle International Corp. (CCI): Communacopia + Technology Conference 2024
Bottom line: We have three key takeaways: (1) Crown Castle remains constructiveon its domestic tower operations as its wireless carrier customers will need to
海外研报
2024年09月11日
DR--Labor market: Not enough chill to heat up cuts in September
Weather workers” series normalized after the spike in
海外研报
2024年09月11日
DR--Investor Positioning and Flows
Our measure of aggregate equity positioning was choppy through the week but remained modestly above average (z score 0.37, 65th percentile). Under the surface,
海外研报
2024年09月11日
DB--Poised to reshape multiple industries
In conjunction with our US Autos resumption of coverage, we take a closer look at Tesla's upcoming Robotaxi Day (10/10), advantages in autonomous driving, and
海外研报
2024年09月11日
DB--Navigating through uncertain times
We resume coverage of US Autos & Auto Technology (17 stocks) including automakers and suppliers. In the face of growing uncertainty about industry
海外研报
2024年09月11日
EW--Risk recovery and Fed cuts bodes well for EM outperformance
Macro focus: The incoming data over the past month, including the August employment report, clearly points to a slowing US economy with restrictive
海外研报
2024年09月11日
CA--FAST FX Fair Value Model
triggered any new trades. Most of the ten crosses covered by the model are trading within one standard deviation of their fair values. The FAST
海外研报
2024年09月11日
GS--Global Markets Daily: The Dollar After the First Cut (Rosenberg)
Historically, Dollar performance has varied widely around the start of the easing ncycle. Looking across seven Fed cutting cycles since 1995, we find that Dollar
海外研报
2024年09月11日
GS-- Housing Market Activity Scale
Mortgage Apps Rise While Other KeyData Points Flattish: The index held at
海外研报
2024年09月11日
GS--Jack Henry & Associates Inc
Presenters: Mimi Carsley, CFO & TreasurerModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月11日
