海外研报
筛选
Week 3: risks of overinvesting in AI overinvestors
Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by
海外研报
2024年07月30日
THE UK ECONOMIC MONITOR
July PAYE employment should gain 30K month-tomonth, while the June jobless rate rises to 4.5%.
海外研报
2024年08月10日
Europe Non Research Other
Prely good session for EM tx wih ZAR emy decent demand for the curency mainly fromSyslamalic accounts but also HFs. As regular readers wll know, l have been trading USDZAR from the short side lately which hasworked well am l am further
海外研报
2024年08月14日
GS UK Today: Encore: Buy CCH | Gaming | BHP | Cross Asset Vol | G10 Inflation
CCH – strong momentum in Poland – We think consensus organic sales at +12% (vs+13.5% GSe) is conservative in light of +14% growth in Q2. We note CCH screens
海外研报
2024年08月29日
SocGen - On Our Minds - ECB preview - easy rate decision, tricky outlook
Next week’s policy meeting should deliver the second rate cut of this easing cycle. While inflation data have been broadly in line with expectations, wage and activity indicators
海外研报
2024年09月10日
UniCredit_BOE REVIEW_20240919
MPC sees gradual cuts, but we think they will move fasterThe Bank of England’s Monetary Policy Committee (MPC) voted 8-1 to leave the bank rate unchanged at 5.00% today. It voted
海外研报
2024年09月23日
SocGen - FX View - A surprisingly resilient euro
The RBA left rates on hold this morning and at first, the currency liked it. Some concerns about growth (stagflation was bandied around in the press) have taken the gloss off, though in general,
海外研报
2024年09月27日
Citi--The Point for Asia Pacific Thursday, 10 October 2024
We cut our target price to ¥7,000 from ¥9,000 while maintaining our Buy rating. Our OP forecasts are now lower than previously, but ongoing strong inquiries for AI
海外研报
2024年10月11日
