海外研报
筛选
BofA_Fed goes 50 – implications for SMID caps_20240919
The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in
海外研报
2024年09月21日
GS--China’s stimulus and European equities
China announced a combination of easing measures this
海外研报
2024年09月29日
GS--Financial Account Showed Sizeable Outflows
Bottom Line: The current account balance improved from a surplus of US$0.8bn
海外研报
2024年10月13日
UK Budget preview: Creativity versus stability
The first Labour Budget in 15 years looks hugely significant for the UK
海外研报
2024年10月16日
Citi--Netflix, Inc (NFLX.O)
NFLX expects 2025 top line to grow 11% to 13%. Management noted continued
海外研报
2024年10月19日
