海外研报
筛选
Global Retail Conference 2024 — Day 1 Takeaways
Day 1 of our 31st Annual Global Retailing Conference revealed a better-than-fearedand cautiously optimistic tone on the outlook for the consumer into 2H. This slightly
海外研报
2024年09月06日
GS--Positioned for a prolonged cycle
In 2Q24, we saw topline weakness/misses due to a prolonged slowdown and risingdownside risks in macro and persistent deflationary pressure as well as companies’
海外研报
2024年09月11日
GS--Macro at a Glance: Latest views and forecasts
n Revised our Fed policy rate forecast and now expect a longer string ofconsecutive 25bp cuts from November 2024 through June 2025 (vs. quarterly
海外研报
2024年09月20日
UBS--Opportunities in currencies and commodities
• Why? Our general guidance is that investors shouldalign the currencies in which they hold liabilities with
海外研报
2024年09月24日
JPM_Credit Calls - Thursday, September 26, 2024
KB Home: ln Line Q3, Soft Margins, Remain Overweight on Rising StarCandidacy Ãdyiun Chandar)
海外研报
2024年09月28日
