海外研报
筛选
THE PERKINS RULE REVISITED
I’ve had a lot of questions about the Perkins rule, the idea that it is a CONTRACTION INEMPLOYMENT that signals recession, not a gradual drift higher in the jobless rate (the
海外研报
2024年08月27日
GS UK Today: AI | Encore: Buy AstraZeneca, Wise
AI – to buy, or not to buy – The technology sector has generated 32% of the Global
海外研报
2024年09月06日
GS--Prefer leading players in a prolonged cycle; Downgrade Gujing to Neutral
We have revisited the growth pace, capacity expansion pace, and our target P/Emultiple assumptions for our China Spirits coverage to better reflect their
海外研报
2024年09月11日
MS_FOMC Reaction- September Meeting_20240919
The cycle begins with a 50bp cut and a stress on both sides of the dual mandate. Powell emphasized the FOMC's commitment
海外研报
2024年09月20日
