海外研报

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.

Daily and weekly indicators for the US economy

Torsten Slok joined Apollo in August 2020 as Chief Economist and he leads Apollo's

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

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

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

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

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