海外研报
筛选
Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
海外研报
2024年10月11日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.
海外研报
2024年09月17日
BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006
Equity index futures roll costs for 35 global futures rolls
海外研报
2024年10月11日
MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?
Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new
海外研报
2024年10月11日
BofA_Alphabet DOJ considering a long list of potential remedies; some
DOJ provides extensive list of possible remedies In its initial proposed monopoly remedy filing, the DOJ outlined a broad set of potential measures aimed at addressing how Alphabet may distribute and manage its Search
海外研报
2024年10月11日
Emerging Markets mid-year 2024 outlook
Macro focus: At the start of this year, we had expected building drags from aslowing China and the 2021-23 global hiking cycle to pull down the EM complex.Yet, EMs defied expectations in H1 2024, buoyed by the resiliency in the consumer.
海外研报
2024年07月04日
MS--Global Macro Commentary | Global October 9
FOMC minutes show divide over decision to cut by 50bp; RBNZ cuts by 50bp; risk sentiment weighs on JPY; USTs sell off ahead
海外研报
2024年10月11日
Weekly commentary
Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.
海外研报
2024年07月04日
SocGen - Albert Edwards - We’ll keep trying to look beneath
The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to
海外研报
2024年10月11日
