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Resist The Urge To Buy The Dip
The risk-off mood that dominated markets on Thursday, Friday and the early stages of Monday's trading amiddismal payrolls, tech earnings and manufacturing PMls seems to have dissipated for the time being. Thepositive signal from July's iSM services
海外研报
2024年08月12日
Mixed 2Q24 results: lower crop yields, but higher rice prices and buybacks
2024 yields revised down as harvesting advancesAdecoagro reported 2Q24 results. Although we believe quarterly earnings for
海外研报
2024年08月15日
Europe Non Research Other 22 August 2024
Prelty laughable price action around the BLS release yesterday but ultimately, as the Fed minutes reiterated, the labour market isfront and cenitre in thinking now inflation has been conquered (.!) and the most negaltive revision
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2024年08月23日
Exchange volumes remain a bright spot within Cap Mkts 3QTD
More than halfway through 3Q24, we take a look at capitalmarkets KPIs and its impact on revenue trends across the
海外研报
2024年08月27日
Fall reset, revisiting and level-setting Price Objectives across our coverage universe
Price objective updates; EPS estimates/ratings unchangedWe are marking the unofficial start of fall by revisiting and updating the price objectives
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2024年08月30日
The Point for Asia Pacific Monday, 02 September 2024
China Banks - Worse-than-expected existing mortgage rate cut incoming; banks w/ high mortgage exposure more vulnerable
海外研报
2024年09月03日
GS--Jack Henry & Associates Inc
Presenters: Mimi Carsley, CFO & TreasurerModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
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2024年09月11日
GS--Nextdoor Holdings (KIND): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted CEO Nirav Tolia and CFO Matt Anderson at theCommunacopia + Technology Conference.
海外研报
2024年09月15日
UBS--Preparing portfolios for the fourth quarter Weekly Global
Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.
海外研报
2024年09月24日
