海外研报
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GS--Chewy Inc. (CHWY): Communacopia + Technology Conference — Key Takeaways
Presenter: We hosted CEO Sumit Singh at the Communacopia + TechnologyConference.
海外研报
2024年09月14日
GS--Americas Real Estate: REITs: Large rate cuts and a stable economy could be a winning comb
Following the Fed’s announcement of a 50bps reduction to its policy rate, we revisitour analysis of residential REIT performance around Fed rate cuts. We find that
海外研报
2024年09月20日
Inflation-linked Focus
This morning, France’s inflation surprised strongly to the downside, with
海外研报
2024年10月02日
GS-Global Strategy Views Diversify to Amplify
We are entering a more benign part of the cycle with a continuation of economic n
海外研报
2024年10月15日
GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers
We examine the changing retail landscape in Australia amid: 1) the re-acceleration of
海外研报
2024年10月22日
SocGen - Market Wrap-up - Heading towards €800bn
The earnings season is picking up, and while it is still relatively early days, the results so
海外研报
2024年10月25日
