海外研报
筛选
Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 33
Total traffic results for US Class I rails under coverage imply carload growthat +6.9% YoY in week 33, an acceleration versus +4.3% YoY in week 32.
海外研报
2024年08月21日
Earnings Season Monitor – 2Q24 Final Take
With 97% of companies having reported, we publish our final take. A net 16% of companies have beat on EPS, while on a
海外研报
2024年08月24日
Oil Analyst Reducing Our Brent Range to 70-85
We reduce our range for Brent prices by $5/bbl to $70-85, and our 2025 averageBrent forecast to $77/bbl (vs. $82 prior), reflecting upside surprises to OECD
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2024年08月28日
Active managers’ holdings update What are your neighbors doing?
2Q trades: LOs bought Comm. Svcs., sold cyclicalsOver the last quarter, long-only funds (LOs) increased their relative weight in
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2024年08月31日
FW--ECB & political risks no recipe for EUR selling
FX View: This week the US dollar (DXY) has fallen nearly 1.0% with the initial reaction to the US employment report mixed. The data we believe confirms the .
海外研报
2024年09月09日
MS_Signals, Flows & Key Data_
A weekly summary of key cross-asset monitors, data, moves and models tracking sentiment, fund flows and positioning.
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2024年09月12日
Visa Inc. (V): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt remains confident in the long-term growth profile of the
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2024年09月17日
PreciousMetalsTradingDeskView_20240919_en
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年09月22日
DB--Thematic Research
Despite growing geopolitical risks, which have pushed oil prices to their biggest
海外研报
2024年10月11日
