海外研报
筛选
US Pulse: Fed may open the door to a rate cut
At the July FOMC meeting we anticipate the committee will acknowledge the recent improvement in inflation and open the door to rate cuts if recent trends
海外研报
2024年07月30日
ROIC on Capex Showing Through in Engagement, Revenue and Longer-Term Call
META remains the best case study of how GPU-enabled analyses of leading first party data sets can drive material
海外研报
2024年08月02日
Japan: Contextualizing the NKY’s second largest 1-day decline on record
KEY MESSAGES▪ The Nikkei 225’s second largest one-day decline on record (-12.4%) on Monday underscores the large portfolio liquidation pressure
海外研报
2024年08月07日
The end of the inflation spike
We expect Eurozone headline inflation to decline a bit more in August, to 2.2%. Our take for ex-tobacco is 7bp below what the market prices in.
海外研报
2024年08月29日
Latest monthly NISA data still showing strong growth
Summary of the weekTOPIX: 2,712.63 (1.0%) / NK225: 38,647.75 (0.7%)
海外研报
2024年09月02日
he Election and the Economy
We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force
海外研报
2024年09月06日
GS--Etsy Inc. (ETSY): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter: We hosted CEO Josh Silverman and CFO Rachel Glaser at theCommunacopia + Technology Conference.
海外研报
2024年09月14日
GS--Zoom Video Communications Inc
We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.
海外研报
2024年10月11日
