海外研报

GS--DoorDash Inc. (DASH): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ravi Inukonda at the Communacopia + TechnologyConference.

BofA - Savita Subramanian - Equity Strategy Focus Point_20240919

Old-school capex cycle in the worksA confluence of factors argue for an old school capex cycle: trade and tech wars, COVID,

BofA - Paul Ciana - Technical Advantage Powell for the people_20240923

US yields: Bounce risk materializes, led by US 30Y yieldSignals pre-FOMC warned yields may bounce (See our: 16 Sept 2024 report). A post Fed

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06

The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while

SocGen - Fixed Income Weekly - Racing to ease

Global bond markets are racing to price-in more easing as central banks show greater

MS_The Weekly Worldview- Hopscotch_20241014

A few months ago we published Divergent, convergent...it's about time, where we

UBS--Attractive outlook for residential real estate

We expect diversified residential real estate