海外研报
筛选
BofA The Flow Show - Fifty Trades of Decay
4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.The Biggest Picture: the “rich” e.g. Ferrari at all-time high vs the “poor” e.g. Dollar
海外研报
2024年09月09日
GS--China+ Conference 2024: AI panel: From Infrastructure to Application;
We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech
海外研报
2024年09月12日
GS--PAR Technology Corp. (PAR): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remains confident in the direction of the QSR industry,
海外研报
2024年09月17日
GS--GS TWIG Notes: This Week in Global Research - September 20, 2024
Fed functionality: cut rates, buy stocks… as long as growth is goodn David Mericle and team now see a faster path for the Fed to cut rates down to
海外研报
2024年09月22日
September_RBA_Board_meeting_and_SMP
The RBA Board left the cash rate unchanged (as was widely expected) and retained a hawkish tone to the post-meeting statement, with data since the
海外研报
2024年09月25日
