海外研报
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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年08月09日
Slash and Burn
Macro jitters and vol spike clear out an "overgrown"' equity rally. After a summer rallyfueled mostly by multiple expansion, recession fears are back and motivated LOs to cutequity exposure to 2021 lows. At the same time, Treasury futures positions
海外研报
2024年08月16日
Mostly stable F2Q but shy of convincing skeptics
F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the
海外研报
2024年08月24日
Trading Catalysts NVDA earnings, an underpriced risk
At Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powellwas undeniably dovish, we don’t think he opened the door for 50bp cuts. Elsewhere, the
海外研报
2024年08月28日
BARCLAYS--Summary of FX Views for the Year Ahead
This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.
海外研报
2024年09月12日
GS--Duolingo Inc. (DUOL): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter: We hosted CEO Luis von Ahn at the Communacopia + TechnologyConference.
海外研报
2024年09月17日
GS--FY1Q EPS: Mix Shift and Weak B2B Impact Margins Lower
Bottom Line: FDX reported FY1Q (Aug) operating EPS at $3.60 pershare, or well below our recently lowered $4.70 p/s and FacstSet
海外研报
2024年09月22日
GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)
Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n
海外研报
2024年09月25日
GS--Westlife Upgrade, GCPL, China’s Activity Trackers
China Macro - The Politburo sent clear (and louder) easing signals. In the September
海外研报
2024年09月29日
GS--Netflix Inc. (NFLX): Q3’24 Earnings First Take
We expect the market to have a muted to positive reaction to Netflix’s Q3 ‘24
海外研报
2024年10月20日
