海外研报
筛选
Re-examining implications for commodities under a Red Wave
Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
海外研报
2024年07月26日
Taiwan: July Inflation Inches Up on Food Prices, As Expected
Bottom line:Taiwan’s headline CPI moved up for the third month to 2.5% yoy in July from 2.4%the previous month. The outcome was in line with Bloomberg consensus but below
海外研报
2024年08月07日
Healthcare Pulse: The Backdrop Into August’s Dog Days...
n Alongside all the macro ping-pong of the last severalweeks, the performance trajectory of the HC sector can
海外研报
2024年08月19日
Asia FX heatmap: awaiting the pivot in September
We look to re-engage in September after lightening up on our Asia risk over the course of August. We raise the TWD and IDR back to overweight this month while
海外研报
2024年09月06日
GS--Block Inc. (SQ): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt is positive on the opportunities on both the Seller and Cash App
海外研报
2024年09月14日
A jumbo cut to start the easing cycle
The FOMC delivered what markets had asked for by cutting the target range 50bp to 4.75-5.00%, highlighting its strong commitment “to
海外研报
2024年09月20日
GS--FAQs post Global Retail Conference; Trends at BBWI, FIVE, and ULTA
In this note, we highlight top questions we have received since hosting our GlobalRetail Conference. We also analyze Bloomberg Alternative Data to highlight
海外研报
2024年09月24日
