海外研报
筛选
What can be, unburdened by what has-beens?
Global IT systems crashed on Friday. Two days later, a week after the attempted assassination of former President Trump, President Biden crashed. It seems full steam ahead for Kamala Harris, sofar.
海外研报
2024年07月24日
Daily and weekly indicators for the US economy
Torsten Slok joined Apollo in August 2020 as Chief Economist and he leads Apollo's
海外研报
2024年08月05日
China Economic Activity and Policy Tracker: August 23
In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报
2024年08月24日
CITI--Strategy for Uncertainty? Raise Quality Key Tak
The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
海外研报
2024年09月12日
GS--Autodesk Inc. (ADSK): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Autodesk’s EVP & CTO, Raji Arasu, and VP of InvestorRelations, Simon Mays-Smith as part of our Communacopia + Technology
海外研报
2024年09月17日
GS--MSCI EM rose 2% wow amid Fed easing rates
Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in
海外研报
2024年09月22日
China optimism exaggerated
Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up
海外研报
2024年09月25日