海外研报
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Trading Catalysts Eyes on Jackson Hole, minds on NVDA
Economics: Slow and steadyThe message from last week’s data was clear: inflation is soft enough for the Fed to
海外研报
2024年08月20日
GS--New Zealand: Business Activity: Nominal sales edge up +0.1%qoq in 2Q2024
Bottom line: Nominal business sales in New Zealand edged up +0.1%qoq in2Q2024. The details of the data were soft, with outright declines in sales across the
海外研报
2024年09月16日
USB--At a Glance
The idea of a soft landing is being supported by most “hard” economic data (sentiment figures
海外研报
2024年09月29日
GS--European Week Ahead: October 7 - October 13
The key data releases this week include industrial production across the Euro Area,
海外研报
2024年10月07日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line
JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data
海外研报
2024年10月13日
BofA - Harnett - Global Fund Manager Survey Bull Charge_20241015
Bottom Line: the biggest jump in investor optimism since Jun'20 on Fed cuts, China
海外研报
2024年10月16日
Barclays--Debate likely to shift to revenue levers
Margins better vs expectations but the rest of KPIs and guidance were in line: The
海外研报
2024年10月19日
