海外研报
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Strengthening Profits, But Growth Needs More Training
Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming
海外研报
2024年08月24日
Critical stress exits ‘Risk off’, proving yet another contrarian buy signal
CSS proves again to be a contrarian buy-signalAs we suspected on 5-Aug-24 (see our CSS Risk off report), the CSS remains a
海外研报
2024年08月28日
BARCLAYS--One Step Back, One Step Forward
Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face
海外研报
2024年09月12日
GS--DigitalBridge Group (DBRG): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) DigitalBridge believes itsactively-managed asset manager approach will be able to drive significantly faster
海外研报
2024年09月17日
GS--European September Flash PMI Preview
BOTTOM LINE: We expect the upcoming Euro area flash PMI (released on Monday,23 September) to decline to 50.6, slightly above consensus expectations of 50.5. We
海外研报
2024年09月22日
EM EMEA Weekly
Macro focus: Fed easing should relax the constraints on EM policymakers and support a widening out of the EM rate easing cycle – with our eyes on India, South
海外研报
2024年09月25日
SocGen_On Our Minds Mexico- Banxico maintains easing pace and points to further rate
Banxico’s Governing Board cut its policy rate by a further 25bp to 10.50% yesterday
海外研报
2024年09月29日
Maybe the Third Time Isn’t the Charm
The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%
海外研报
2024年10月20日
