海外研报
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Visa Inc. (V): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt remains confident in the long-term growth profile of the
海外研报
2024年09月17日
GS--Walmart Inc. (WMT): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Seth Dallaire, Executive Vice President and Chief RevenueOfficer of Walmart, at the Communacopia + Technology Conference.
海外研报
2024年09月17日
GS--Workday Inc. (WDAY): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Workday’s CEO Carl Eschenbach as part of ourCommunacopia + Technology conference.
海外研报
2024年09月17日
GS--ZipRecruiter Inc. (ZIP): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Ian Siegel, CEO, and Tim Yarbrough, CFO, of ZipRecruiterat the Communacopia + Technology Conference.
海外研报
2024年09月17日
GD--PATH FOR BOE EASING CYCLE IS CLEARING
No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)
海外研报
2024年09月19日
A small step for the dollar or a giant leap against it?
USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.
海外研报
2024年09月19日
And what do we expect?
y boss Uli already wrote enough yesterday about why a 50 basis point interest rate cut,if it were to come from the Fed tonight, would be negative for the dollar: that the Fed's
海外研报
2024年09月19日
