海外研报
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What about Trump and China?
According to BCA Research's Geopolitical Strategy service, Trump's brand, legacy, and populist movementare based on the
海外研报
2024年08月15日
GS EUROPEAN EXPRESS: Chemicals
Chemicals – unseen trade tensions – Many investors we speak to are consideringthe implications of the US election and the potential for broad-based tariffs on US
海外研报
2024年08月23日
High Frequency Monitor Safety net
Global equities rallied on a prospective Fed rate cutThe MSCI AC World Index rallied +1.7% last week on expectations the US Fed rate cut
海外研报
2024年08月27日
Blackwell Concerns Prove Overblown but +$1B Beats No Longer in Style
We get why investors may pick at this print from a superficial perspective but think that updateson key issues all leaned more positive. On one hand, guidance was lighter than the $2B beat the
海外研报
2024年08月30日
Payrolls regain their crown as most important data release for stocks
Econ: The economy remains on robust footingThe second print of 2Q US GDP growth surprised to the upside at a robust 3.0% q/q
海外研报
2024年09月03日
