海外研报

ADP Employment Below Expectations

BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was

GS-- Housing Market Activity Scale

Mortgage Apps Rise While Other KeyData Points Flattish: The index held at

GS--MediaAlpha Inc. (MAX): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO Steve Yi & CFO Pat Thompson at the Communacopia +Technology Conference.

Utilities_ REStart_ An alternative returns framework to enhance renewables valuations

Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers

US_Pulse_Fed_starts_easing_cycle__1

The Fed started its easing cycle with a 50bp cut at its September meeting. We forecast an additional 150bp cuts this cycle, maintaining our view that the fed .