海外研报
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Quick RIC - Between a stock and a hard place
The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报
2024年09月22日
GS--Takeaways from Digital Forum: Underappreciated Technology Value
We attended the SLB Digital Forum in Monaco, which broughttogether 1,400 customers and technology partners, and highlighted
海外研报
2024年09月22日
Taboo--Global Daily Market comments
This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized
海外研报
2024年09月22日
GS--The consumer, savings and stock performance
UK households benefit from positive real incomegrowth; the latest labour market data show private sector
海外研报
2024年09月22日
US Election Cheatsheet_ All facts, no fiction
We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
海外研报
2024年09月22日
GS--What’s Next in Gas: Potential Ukraine transit deal poses downside risk to our TTF forecast
News today (September 19th) of a potential deal between Ukraine andAzerbaijan that would effectively prevent the halt of the remaining 42 mcm/d of
海外研报
2024年09月22日
Why High Yield Now?
We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
海外研报
2024年09月22日
