海外研报
筛选
Shifting neutral into the summer but we remain mildly pro-risk for 12m
Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
海外研报
2024年07月26日
A truer signal from the unemployment rate
Historically, a substantial rise in the unemployment rate has been associated with a recession. But changes in the unemployment rate can be amplified or damped by
海外研报
2024年08月19日
Expect sequential improvement as resilient disposable income is aided by waning
On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer
海外研报
2024年09月06日
GS--cmntch2024agenda
Session: Venture Capital Panel Bessemer Venture Partners - Byron Deeter, Partner
海外研报
2024年09月14日
