海外研报
筛选
ISM Services PMl At Odds With ManufacturingCounterpart
The lSM services PMl surprised positively in july. The headline index expanded 2.6 ppts to 51.4, reversingMay's fastest pace of contraction in four years.
海外研报
2024年08月12日
What about Trump and China?
According to BCA Research's Geopolitical Strategy service, Trump's brand, legacy, and populist movementare based on the
海外研报
2024年08月15日
GS EUROPEAN EXPRESS: Chemicals
Chemicals – unseen trade tensions – Many investors we speak to are consideringthe implications of the US election and the potential for broad-based tariffs on US
海外研报
2024年08月23日
High Frequency Monitor Safety net
Global equities rallied on a prospective Fed rate cutThe MSCI AC World Index rallied +1.7% last week on expectations the US Fed rate cut
海外研报
2024年08月27日
Blackwell Concerns Prove Overblown but +$1B Beats No Longer in Style
We get why investors may pick at this print from a superficial perspective but think that updateson key issues all leaned more positive. On one hand, guidance was lighter than the $2B beat the
海外研报
2024年08月30日
Payrolls regain their crown as most important data release for stocks
Econ: The economy remains on robust footingThe second print of 2Q US GDP growth surprised to the upside at a robust 3.0% q/q
海外研报
2024年09月03日
US Weekly Kickstart
The S&P 500 index reached a new all-time high of 4894 on January 25th while the 10-year Treasury yield has risen by 27 bp YTD to 4.2%. Many
海外研报
2024年09月06日
GS--Global Markets Daily: The Dollar After the First Cut (Rosenberg)
Historically, Dollar performance has varied widely around the start of the easing ncycle. Looking across seven Fed cutting cycles since 1995, we find that Dollar
海外研报
2024年09月11日
GS--DoubleVerify Inc. (DV): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CFO Nicola Allais at the Communacopia + TechnologyConference.
海外研报
2024年09月15日
GS--Ukraine: NBU Keeps Policy Rate Unchanged (As Expected)
Bottom line: The NBU Board kept its policy rate unchanged at 13%, in line withexpectations and consistent with the Bank’s prior guidance, emphasizing the recent
海外研报
2024年09月20日
