海外研报

New Construction Grows in June Despite Volatility in Rates

New Housing Activity Continues to Grow in June: On a trailing 12-month basis,single-family permits rose 15% YOY in June, vs up 16% in May and -22% a year ago.

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MXAPJ rebounded 3% as Asian markets generally rallied amid easing US

MXAPJ gained 2.7%, with significant gains in Korea,Singapore, Taiwan, and Philippines (+4-5%), while Thailand,

GS Healthcare: Back-to-School Kickstart

Performance, Valuations, Revisions. On the year, HC is still middle-of-the-pack n(+15% vs SPX +19%) albeit with improved performance in the first two months

GS--Moody’s Corp. (MCO): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: MCO’s President of Analytics Stephen Tulenko presented at the GSCommunacopia + Technology Conference 2024