海外研报
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CUB--Currencies monthly view
• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in
海外研报
2024年09月22日
DailyTechIndex_20240919_en
This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author
海外研报
2024年09月22日
GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)
We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart
海外研报
2024年09月22日
GS--MSCI EM rose 2% wow amid Fed easing rates
Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in
海外研报
2024年09月22日
GS--End of Week Market Intelligence: rate relief...
US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets
海外研报
2024年09月22日
FX Daily Snapshot Europe Weekly Focus
The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation
海外研报
2024年09月22日
GS--A top-down look at Renewable energy
We recently updated our sector recommendations to alignour views with the current economic trends and monetary
海外研报
2024年09月22日
GS--European Daily: BoE Recap—The Limits to Gradualism (Moberly/Stehn)
The MPC held Bank Rate unchanged today with an 8-1 vote and decided tomaintain the pace of gilt stock reduction at £100bn. The Committee noted that
海外研报
2024年09月22日
GS--European September Flash PMI Preview
BOTTOM LINE: We expect the upcoming Euro area flash PMI (released on Monday,23 September) to decline to 50.6, slightly above consensus expectations of 50.5. We
海外研报
2024年09月22日
GS--FY1Q EPS: Mix Shift and Weak B2B Impact Margins Lower
Bottom Line: FDX reported FY1Q (Aug) operating EPS at $3.60 pershare, or well below our recently lowered $4.70 p/s and FacstSet
海外研报
2024年09月22日
